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 |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | MSCI ACWI ETF | 301 | $1,403,615 | 12,488 | 0.00 | 0.00 | -1,272 | -9.24 | 06-30-2024 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 302 | $1,401,192 | 19,461 | 0.00 | 0.00 | -87 | -0.45 | 06-30-2024 |
BECTON DICKINSON & CO | COM | 303 | $1,397,120 | 5,978 | 0.00 | 0.00 | 28 | 0.47 | 06-30-2024 |
INTERNATIONAL FLAVORS&FRAGRA | COM | 304 | $1,393,684 | 14,638 | 0.00 | 0.00 | 415 | 2.92 | 06-30-2024 |