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 |
---|---|---|---|---|---|---|---|---|---|
LANCASTER COLONY CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 7 | 0.67 | 06-30-2024 |
ALASKA AIR GROUP INC | COM | 1052 | $216,666 | 5,363 | 0.00 | 0.00 | -138 | -2.51 | 06-30-2024 |
WESTLAKE CORPORATION | COM | 1053 | $216,506 | 1,495 | 0.00 | 0.00 | -9 | -0.60 | 06-30-2024 |
VANGUARD INDEX FDS | REAL ESTATE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,312 | -63.27 | 06-30-2024 |