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 |
---|---|---|---|---|---|---|---|---|---|
LATTICE SEMICONDUCTOR CORP | COM | Liquidated | $0 | 0 | 0.00 | 2,151 | +Inf | 03-31-2024 | |
COOPER COS INC | COM | 1102 | $206,552 | 2,366 | 0.00 | 0.00 | -226 | -8.72 | 06-30-2024 |
NISOURCE INC | COM | Liquidated | $206,482 | 7,167 | 0.00 | 0.00 | 7,167 | +Inf | 06-30-2024 |
INTERNATIONAL PAPER CO | COM | 1104 | $206,257 | 4,780 | 0.00 | 4,780 | +Inf | 06-30-2024 |