Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | 08-14-2024 | 06-30-2024 | 1260 | 2,121,182,829 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW | CL A | 101 | $3,769,386 | 96,256 | 0.00 | 0.00 | -11,012 | -10.27 | 06-30-2024 |
| VERIZON COMMUNICATIONS INC | COM | 102 | $3,745,287 | 90,817 | 0.00 | 0.00 | 3,537 | 4.05 | 06-30-2024 |
| VERISK ANALYTICS INC | COM | 103 | $3,724,374 | 13,817 | 0.00 | 0.00 | 1,476 | 11.96 | 06-30-2024 |
| PALO ALTO NETWORKS INC | COM | 104 | $3,690,463 | 10,886 | 0.00 | 0.00 | -500 | -4.39 | 06-30-2024 |
