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 |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 51 | $6,204,093 | 39,429 | 0.00 | 0.00 | -2,169 | -5.21 | 06-30-2023 |
| SALESFORCE INC | COM | 52 | $6,099,710 | 28,873 | 0.00 | 0.00 | 3,583 | 14.17 | 06-30-2023 |
| BANK AMERICA CORP | COM | 53 | $5,969,807 | 208,079 | 0.00 | 0.00 | 265 | 0.13 | 06-30-2023 |
| ADVANCED MICRO DEVICES INC | COM | 54 | $5,783,474 | 50,772 | 0.00 | 0.00 | 11,136 | 28.10 | 06-30-2023 |
