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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
RENAISSANCERE HLDGS LTD | COM | 1001 | $231,740 | 986 | 0.00 | 986 | +Inf | 03-31-2024 | |
ISHARES INC | MSCI JPN ETF NEW | 1002 | $231,531 | 3,245 | 0.00 | 0.00 | -15,155 | -82.36 | 03-31-2024 |
ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | Liquidated | $0 | 0 | 0.00 | 0.00 | -543 | -5.56 | 03-31-2024 |
ISHARES TR | ISHS 1-5YR INVS | 1004 | $231,155 | 4,508 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |