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 |
|---|---|---|---|---|---|---|---|---|---|
| PROTHENA CORP PLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -270 | -7.03 | 03-31-2024 |
| VERTIV HOLDINGS CO | COM CL A | 952 | $243,609 | 2,814 | 0.00 | 2,814 | +Inf | 06-30-2024 | |
| RITHM CAPITAL CORP | COM NEW | 953 | $243,010 | 22,274 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ZSCALER INC | COM | 954 | $242,736 | 1,263 | 0.00 | 0.00 | 123 | 10.79 | 06-30-2024 |
