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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | COM | 51 | $6,677,110 | 90,611 | 0.00 | 0.00 | -10,064 | -10.00 | 06-30-2024 |
| ISHARES TR | RUSSELL 3000 ETF | 52 | $6,623,095 | 21,457 | 0.00 | 0.00 | -994 | -4.43 | 06-30-2024 |
| INTUIT | COM | 53 | $6,361,793 | 9,680 | 0.00 | 0.00 | -417 | -4.13 | 06-30-2024 |
| TOYOTA MOTOR CORP | ADS | 54 | $6,267,983 | 30,580 | 0.00 | 0.00 | -787 | -2.51 | 06-30-2024 |
