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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNIYILD QULT FD I | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 860 | 5.45 | 03-31-2024 |
| BLACKROCK MUNIHOLDINGS FD IN | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 855 | 5.48 | 03-31-2024 |
| INVESCO MUN OPPORTUNITY TR | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,085 | 5.67 | 03-31-2024 |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | 919 | 5.97 | 03-31-2024 |
