Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | 02-14-2024 | 03-31-2024 | 1201 | 2,098,502,313 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GILEAD SCIENCES INC | COM | 101 | $3,964,224 | 54,119 | 0.00 | 0.00 | 7,584 | 16.30 | 03-31-2024 |
| FIVE9 INC | COM | 102 | $3,922,992 | 63,162 | 0.00 | 0.00 | -283 | -0.45 | 03-31-2024 |
| SONY GROUP CORP | SPONSORED ADR | 103 | $3,896,369 | 45,444 | 0.00 | 0.00 | 2,315 | 5.37 | 03-31-2024 |
| TARGET CORP | COM | 104 | $3,875,946 | 21,872 | 0.00 | 0.00 | 3,052 | 16.22 | 03-31-2024 |
