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 |
|---|---|---|---|---|---|---|---|---|---|
| ENPHASE ENERGY INC | COM | 901 | $265,667 | 2,011 | 0.00 | 0.00 | -569 | -22.05 | 12-31-2023 |
| ROLLINS INC | COM | 902 | $265,572 | 6,081 | 0.00 | 0.00 | 569 | 10.32 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 903 | $264,897 | 2,575 | 0.00 | 0.00 | 442 | 20.72 | 12-31-2023 |
| ISHARES TR | EXPND TEC SC ETF | 904 | $264,240 | 590 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
