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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 251 | $1,671,995 | 4,526 | 0.00 | 0.00 | 322 | 7.66 | 06-30-2023 |
| FIRST SOLAR INC | COM | 252 | $1,665,189 | 8,760 | 0.00 | 0.00 | 372 | 4.43 | 06-30-2023 |
| BOOKING HOLDINGS INC | COM | 253 | $1,639,101 | 607 | 0.00 | 0.00 | 6 | 1.00 | 06-30-2023 |
| KIMBERLY-CLARK CORP | COM | 254 | $1,617,235 | 11,714 | 0.00 | 0.00 | 315 | 2.76 | 06-30-2023 |
