Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IEQ CAPITAL LLC | 02-07-2024 | 12-31-2023 | 1168 | 6,011,423,540 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | 501 | $872,327 | 8,058 | 0.00 | 0.00 | -7,841 | -49.32 | 12-31-2023 |
| METTLER TOLEDO INTERNATIONAL | COM | 502 | $872,118 | 719 | 0.00 | 0.00 | -395 | -35.46 | 12-31-2023 |
| CHENIERE ENERGY INC | COM NEW | 503 | $870,456 | 5,099 | 0.00 | 0.00 | 402 | 8.56 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 504 | $868,602 | 25,752 | 0.00 | 0.00 | 1,268 | 5.18 | 12-31-2023 |
