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 |
|---|---|---|---|---|---|---|---|---|---|
| HUNT J B TRANS SVCS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -61 | -4.42 | 06-30-2024 |
| GATES INDL CORP PLC | ORD SHS | 902 | $262,589 | 16,609 | 0.00 | 0.00 | -1,795 | -9.75 | 06-30-2024 |
| ADAMS DIVERSIFIED EQUITY FD | COM | 903 | $262,242 | 12,203 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | 904 | $261,900 | 5,000 | 0.00 | 5,000 | +Inf | 06-30-2024 |
