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 |
|---|---|---|---|---|---|---|---|---|---|
| OKTA INC | CL A | 601 | $491,137 | 7,082 | 0.00 | 0.00 | 235 | 3.43 | 06-30-2023 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 602 | $488,827 | 159,227 | 0.00 | 0.00 | 27,471 | 20.85 | 06-30-2023 |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 603 | $488,254 | 66,159 | 0.00 | 0.00 | 5,934 | 9.85 | 06-30-2023 |
| ISHARES TR | CORE S&P TTL STK | 604 | $487,342 | 4,981 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
