Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LAIRD NORTON WETHERBY TRUST COMPANY LLC | 05-15-2024 | 03-31-2024 | 83 | 738,218,307 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIFTH THIRD BANCORP | COM | 201 | $435,884 | 11,605 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PIMCO ETF TR | 25YR+ ZERO U S | Liquidated | $0 | 0 | 0.00 | 4,551 | +Inf | 12-31-2023 | |
WIPRO LTD | SPON ADR 1 SH | 203 | $414,219 | 72,038 | 0.00 | 0.00 | -40,993 | -36.27 | 03-31-2024 |
ALPS ETF TR | ALERIAN MLP | Liquidated | $0 | 0 | 0.00 | 0.00 | -12,568 | -54.91 | 12-31-2023 |