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 |
|---|---|---|---|---|---|---|---|---|---|
| EXPEDITORS INTL WASH INC | COM | 451 | $740,832 | 6,116 | 0.00 | 0.00 | 108 | 1.80 | 06-30-2023 |
| GENERAL DYNAMICS CORP | COM | 452 | $737,965 | 3,430 | 0.00 | 0.00 | -1,397 | -28.94 | 06-30-2023 |
| LENNAR CORP | CL A | 453 | $737,700 | 5,887 | 0.00 | 0.00 | 1,218 | 26.09 | 06-30-2023 |
| US BANCORP DEL | COM NEW | 454 | $736,495 | 22,291 | 0.00 | 0.00 | -8,614 | -27.87 | 06-30-2023 |
