Institution Information
| 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 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NIO INC | SPON ADS | 1151 | $188,536 | 45,321 | 0.00 | 0.00 | 11,914 | 35.66 | 06-30-2024 |
| EQUITRANS MIDSTREAM CORP | COM | 1152 | $186,654 | 14,380 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| HEALTHCARE RLTY TR | CL A COM | 1153 | $186,010 | 11,287 | 0.00 | 0.00 | -43 | -0.38 | 06-30-2024 |
| ALLSPRING GLOBAL DIVIDEND OP | COM | 1154 | $185,672 | 38,204 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
