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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | Liquidated | $0 | 0 | 0.00 | 8,398 | +Inf | 12-31-2023 | |
| STANLEY BLACK & DECKER INC | COM | 752 | $384,603 | 3,921 | 0.00 | 0.00 | 726 | 22.72 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 753 | $382,289 | 6,867 | 0.00 | 0.00 | 378 | 5.83 | 12-31-2023 |
| BROWN FORMAN CORP | CL B | 754 | $382,205 | 6,694 | 0.00 | 0.00 | 2,144 | 47.12 | 12-31-2023 |
