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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SEMPRA | COM | 451 | $800,115 | 11,139 | 0.00 | 0.00 | 4,788 | 75.39 | 03-31-2024 |
TRIP COM GROUP LTD | ADS | 452 | $798,447 | 18,192 | 0.00 | 0.00 | 1,787 | 10.89 | 03-31-2024 |
HESS CORP | COM | 453 | $795,560 | 5,212 | 0.00 | 0.00 | -531 | -9.25 | 03-31-2024 |
HENRY SCHEIN INC | COM | 454 | $792,054 | 10,488 | 0.00 | 0.00 | -589 | -5.32 | 03-31-2024 |