Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | 02-14-2024 | 03-31-2024 | 1201 | 2,098,502,313 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ACUITY BRANDS INC | COM | 751 | $372,998 | 1,388 | 0.00 | 1,388 | +Inf | 03-31-2024 | |
BIO-TECHNE CORP | COM | 752 | $372,152 | 5,287 | 0.00 | 0.00 | 2,195 | 70.99 | 03-31-2024 |
COHEN & STEERS QUALITY INCOM | COM | 753 | $371,858 | 30,783 | 0.00 | 0.00 | -5,684 | -15.59 | 03-31-2024 |
FIRST CTZNS BANCSHARES INC N | CL A | 754 | $371,145 | 227 | 0.00 | 0.00 | -7 | -2.99 | 03-31-2024 |