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 |
---|---|---|---|---|---|---|---|---|---|
MONGODB INC | CL A | 751 | $352,694 | 1,411 | 0.00 | 0.00 | 214 | 17.88 | 06-30-2024 |
CHARLES RIV LABS INTL INC | COM | 752 | $352,633 | 1,707 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
WABTEC | COM | 753 | $352,453 | 2,230 | 0.00 | 0.00 | 44 | 2.01 | 06-30-2024 |
GENPACT LIMITED | SHS | 754 | $352,159 | 10,940 | 0.00 | 0.00 | -893 | -7.55 | 06-30-2024 |