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 |
|---|---|---|---|---|---|---|---|---|---|
| NETEASE INC | SPONSORED ADS | 301 | $1,305,220 | 13,499 | 0.00 | 0.00 | 1,630 | 13.73 | 06-30-2023 |
| SPDR GOLD TR | GOLD SHS | 302 | $1,302,441 | 7,306 | 0.00 | 0.00 | 140 | 1.95 | 06-30-2023 |
| FREEPORT-MCMORAN INC | CL B | 303 | $1,283,600 | 32,090 | 0.00 | 0.00 | 5,657 | 21.40 | 06-30-2023 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 304 | $1,282,620 | 6,327 | 0.00 | 0.00 | 50 | 0.80 | 06-30-2023 |
