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 |
|---|---|---|---|---|---|---|---|---|---|
| VIATRIS INC | COM | 1101 | $162,166 | 16,249 | 0.00 | 0.00 | -75 | -0.46 | 06-30-2023 |
| EQUITRANS MIDSTREAM CORP | COM | 1102 | $158,783 | 16,609 | 0.00 | 0.00 | 156 | 0.95 | 06-30-2023 |
| CERUS CORP | COM | 1103 | $158,326 | 64,360 | 0.00 | 0.00 | -497 | -0.77 | 06-30-2023 |
| PALANTIR TECHNOLOGIES INC | CL A | 1104 | $157,194 | 10,254 | 0.00 | 10,254 | +Inf | 06-30-2023 |
