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 |
---|---|---|---|---|---|---|---|---|---|
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 |