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 |
---|---|---|---|---|---|---|---|---|---|
COOPER COS INC | COM | 1101 | $206,552 | 2,366 | 0.00 | 0.00 | -226 | -8.72 | 06-30-2024 |
INTERNATIONAL PAPER CO | COM | 1102 | $206,257 | 4,780 | 0.00 | 4,780 | +Inf | 06-30-2024 | |
RENTOKIL INITIAL PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,013 | -22.82 | 06-30-2024 |
VANGUARD INDEX FDS | SM CP VAL ETF | Liquidated | $0 | 0 | 0.00 | 1,070 | +Inf | 06-30-2024 |