Laird Norton Wetherby Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio SCD Stock Details SCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$183K	Sell	11,792 -11,018	-48%	-$170K	0.01%	899
2025 Q2	$356K	Buy	+22,810	New	+$352K	0.02%	666
2024 Q4	$203K	Hold	11,792	–	–	0.01%	833
2024 Q3	$207K	Hold	11,792	–	–	0.01%	864
2024 Q2	$183K	Hold	11,792	–	–	0.01%	864
2024 Q1	$184K	Buy	+11,792	New	+$168K	0.01%	893

Other funds holding SCD

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return