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 |
|---|---|---|---|---|---|---|---|---|---|
| OPEN TEXT CORP | COM | 551 | $543,932 | 13,091 | 0.00 | 0.00 | 741 | 6.00 | 06-30-2023 |
| ISHARES GOLD TR | ISHARES NEW | 552 | $543,012 | 14,922 | 0.00 | 0.00 | 9,126 | 157.45 | 06-30-2023 |
| CROWDSTRIKE HLDGS INC | CL A | 553 | $540,041 | 3,677 | 0.00 | 0.00 | 1,291 | 54.11 | 06-30-2023 |
| FORTIVE CORP | COM | 554 | $536,176 | 7,171 | 0.00 | 0.00 | 343 | 5.02 | 06-30-2023 |
