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
UNILEVER PLC SPON ADR NEW 151 $2,857,996 51,973 0.00 0.00 -1,782 -3.32 06-30-2024
HARTFORD FINL SVCS GROUP INC COM 152 $2,853,627 28,383 0.00 0.00 2,596 10.07 06-30-2024
HDFC BANK LTD SPONSORED ADS 153 $2,849,627 44,297 0.00 0.00 9,931 28.90 06-30-2024
NU HLDGS LTD ORD SHS CL A 154 $2,796,177 216,926 0.00 0.00 -3,801 -1.72 06-30-2024
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