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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PROSHARES TR | ULTRASHRT S&P500 | 1001 | $230,400 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
FIRSTENERGY CORP | COM | 1002 | $230,272 | 6,017 | 0.00 | 0.00 | -556 | -8.46 | 06-30-2024 |
SUZANO S A | SPON ADS | 1003 | $230,069 | 22,402 | 0.00 | 0.00 | -2,751 | -10.94 | 06-30-2024 |
NOV INC | COM | 1004 | $229,660 | 12,081 | 0.00 | 0.00 | -2,218 | -15.51 | 06-30-2024 |