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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CONSTELLATION BRANDS INC | CL A | 601 | $505,299 | 1,964 | 0.00 | 0.00 | -65 | -3.20 | 06-30-2024 |
INGREDION INC | COM | 602 | $504,451 | 4,398 | 0.00 | 0.00 | -820 | -15.71 | 06-30-2024 |
BALL CORP | COM | 603 | $502,548 | 8,373 | 0.00 | 0.00 | -218 | -2.54 | 06-30-2024 |
TAL EDUCATION GROUP | SPONSORED ADS | 604 | $496,337 | 46,517 | 0.00 | 0.00 | -593 | -1.26 | 06-30-2024 |