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 |
|---|---|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON PLC LTD | SHS | 851 | $288,092 | 1,099 | 0.00 | 0.00 | -37 | -3.26 | 06-30-2024 |
| CAMPBELL SOUP CO | COM | 852 | $286,731 | 6,345 | 0.00 | 6,345 | +Inf | 06-30-2024 | |
| ISHARES TR | EAFE VALUE ETF | 853 | $286,178 | 5,396 | 0.00 | 0.00 | -2,854 | -34.59 | 06-30-2024 |
| CENTERPOINT ENERGY INC | COM | 854 | $286,132 | 9,236 | 0.00 | 0.00 | -1,165 | -11.20 | 06-30-2024 |
