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 |
---|---|---|---|---|---|---|---|---|---|
VIPSHOP HLDGS LTD | SPONSORED ADS A | 701 | $393,126 | 30,194 | 0.00 | 0.00 | -1,136 | -3.63 | 06-30-2024 |
AECOM | COM | 702 | $390,196 | 4,427 | 0.00 | 0.00 | 491 | 12.47 | 06-30-2024 |
UNUM GROUP | COM | 703 | $388,743 | 7,606 | 0.00 | 0.00 | -219 | -2.80 | 06-30-2024 |
NNN REIT INC | COM | 704 | $388,725 | 9,125 | 0.00 | 0.00 | 100 | 1.11 | 06-30-2024 |