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 |
|---|---|---|---|---|---|---|---|---|---|
| CSX CORP | COM | 201 | $2,243,299 | 67,064 | 0.00 | 0.00 | -2,180 | -3.15 | 06-30-2024 |
| MARSH & MCLENNAN COS INC | COM | 202 | $2,228,997 | 10,578 | 0.00 | 0.00 | -89 | -0.83 | 06-30-2024 |
| FISERV INC | COM | 203 | $2,228,447 | 14,952 | 0.00 | 0.00 | -351 | -2.29 | 06-30-2024 |
| AUTOZONE INC | COM | 204 | $2,226,040 | 751 | 0.00 | 0.00 | -6 | -0.79 | 06-30-2024 |
