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 |
|---|---|---|---|---|---|---|---|---|---|
| THOMSON REUTERS CORP. | COM | 151 | $2,494,634 | 18,487 | 0.00 | 18,487 | +Inf | 06-30-2023 | |
| WELLS FARGO CO NEW | COM | 152 | $2,494,391 | 58,444 | 0.00 | 0.00 | -161 | -0.27 | 06-30-2023 |
| TARGET CORP | COM | 153 | $2,482,365 | 18,820 | 0.00 | 0.00 | -171 | -0.90 | 06-30-2023 |
| ARCH CAP GROUP LTD | ORD | 154 | $2,477,685 | 33,102 | 0.00 | 0.00 | 227 | 0.69 | 06-30-2023 |
