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 |
|---|---|---|---|---|---|---|---|---|---|
| MEDICAL PPTYS TRUST INC | COM | 1051 | $203,609 | 21,988 | 0.00 | 0.00 | 3,825 | 21.06 | 06-30-2023 |
| UIPATH INC | CL A | 1052 | $203,480 | 12,280 | 0.00 | 0.00 | -1,977 | -13.87 | 06-30-2023 |
| LIVE NATION ENTERTAINMENT IN | COM | 1053 | $203,358 | 2,232 | 0.00 | 2,232 | +Inf | 06-30-2023 | |
| SEI INVTS CO | COM | 1054 | $203,305 | 3,410 | 0.00 | 3,410 | +Inf | 06-30-2023 |
