Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IEQ CAPITAL LLC | 02-07-2024 | 12-31-2023 | 1168 | 6,011,423,540 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHLUMBERGER LTD | COM STK | 251 | $2,755,841 | 52,957 | 0.00 | 0.00 | 3,346 | 6.74 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 252 | $2,752,657 | 48,806 | 0.00 | 0.00 | 11,582 | 31.11 | 12-31-2023 |
| VANGUARD INDEX FDS | SMALL CP ETF | 253 | $2,737,393 | 12,832 | 0.00 | 0.00 | 4,520 | 54.38 | 12-31-2023 |
| PARKER-HANNIFIN CORP | COM | 254 | $2,715,083 | 5,893 | 0.00 | 0.00 | 309 | 5.53 | 12-31-2023 |
