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 |
|---|---|---|---|---|---|---|---|---|---|
| REGIONS FINANCIAL CORP NEW | COM | 551 | $576,571 | 28,771 | 0.00 | 0.00 | -291 | -1.00 | 06-30-2024 |
| ANGLOGOLD ASHANTI PLC | COM SHS | 552 | $575,276 | 22,892 | 0.00 | 0.00 | 1,409 | 6.56 | 06-30-2024 |
| ISHARES TR | SELECT DIVID ETF | 553 | $575,261 | 4,755 | 0.00 | 0.00 | -1,145 | -19.41 | 06-30-2024 |
| EXELON CORP | COM | 554 | $572,000 | 16,527 | 0.00 | 0.00 | -843 | -4.85 | 06-30-2024 |
