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 |
|---|---|---|---|---|---|---|---|---|---|
| MARTIN MARIETTA MATLS INC | COM | 451 | $778,567 | 1,437 | 0.00 | 0.00 | -37 | -2.51 | 06-30-2024 |
| JD.COM INC | SPON ADS CL A | 452 | $774,348 | 29,967 | 0.00 | 29,967 | +Inf | 06-30-2024 | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 453 | $772,275 | 12,284 | 0.00 | 0.00 | -510 | -3.99 | 06-30-2024 |
| BARCLAYS PLC | ADR | 454 | $765,476 | 71,473 | 0.00 | 0.00 | 446 | 0.63 | 06-30-2024 |
