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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 801 | $304,294 | 4,022 | 0.00 | 0.00 | 1,064 | 35.97 | 06-30-2023 |
| FLEETCOR TECHNOLOGIES INC | COM | 802 | $302,050 | 1,203 | 0.00 | 0.00 | -270 | -18.33 | 06-30-2023 |
| ATLASSIAN CORPORATION | CL A | 803 | $301,219 | 1,795 | 0.00 | 1,795 | +Inf | 06-30-2023 | |
| POOL CORP | COM | 804 | $301,211 | 804 | 0.00 | 0.00 | 22 | 2.81 | 06-30-2023 |
