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 |
|---|---|---|---|---|---|---|---|---|---|
| PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | Stock | 401 | $244,084 | 13,900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FEDEX CORP COM | Stock | 402 | $243,961 | 842 | 0.00 | 0.00 | -30 | -3.44 | 03-31-2024 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 403 | $229,879 | 4,582 | 0.00 | 4,582 | +Inf | 03-31-2024 | |
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | 404 | $226,572 | 12,779 | 0.00 | 0.00 | -649 | -4.83 | 03-31-2024 |
