Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WETHERBY ASSET MANAGEMENT INC | 08-14-2023 | 06-30-2023 | 1193 | 1,856,957,166 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NISOURCE INC | COM | 1001 | $216,284 | 7,908 | 0.00 | 0.00 | -344 | -4.17 | 06-30-2023 |
| ECOPETROL S A | SPONSORED ADS | 1002 | $214,113 | 20,889 | 0.00 | 0.00 | -9,106 | -30.36 | 06-30-2023 |
| ISHARES TR | EAFE GRWTH ETF | 1003 | $214,005 | 2,243 | 0.00 | 2,243 | +Inf | 06-30-2023 | |
| OPENLANE INC | COM | 1004 | $213,918 | 14,055 | 0.00 | 0.00 | -1,258 | -8.22 | 06-30-2023 |
