Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | 02-14-2024 | 03-31-2024 | 1201 | 2,098,502,313 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 301 | $1,414,494 | 19,548 | 0.00 | 0.00 | -9,019 | -31.57 | 03-31-2024 |
| TARGA RES CORP | COM | 302 | $1,414,434 | 12,630 | 0.00 | 0.00 | -482 | -3.68 | 03-31-2024 |
| HUMANA INC | COM | 303 | $1,410,115 | 4,067 | 0.00 | 0.00 | -896 | -18.05 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 304 | $1,409,436 | 22,609 | 0.00 | 0.00 | 989 | 4.57 | 03-31-2024 |
