Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LYELL WEALTH MANAGEMENT LP | 04-30-2024 | 03-31-2024 | 197 | 983,509,622 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC COM | Stock | 201 | $1,289,244 | 7,334 | 0.00 | 0.00 | -53 | -0.72 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | ETF | 202 | $1,279,720 | 2,300 | 0.00 | 0.00 | -52 | -2.21 | 03-31-2024 |
| ISHARES RUSSELL MIDCAP ETF | ETF | 203 | $1,241,757 | 14,767 | 0.00 | 0.00 | -970 | -6.16 | 03-31-2024 |
| T-MOBILE US INC COM | Stock | 204 | $1,178,285 | 7,219 | 0.00 | 7,219 | +Inf | 03-31-2024 |
