Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DINUZZO PRIVATE WEALTH INC 05-06-2024 03-31-2024 1396 741,136,318
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SHIFT4 PMTS INC CL A 1201 $199 3 0.00 3 +Inf 03-31-2024
LIBERTY LATIN AMERICA LTD COM CL C 1202 $196 28 0.00 28 +Inf 03-31-2024
INGEVITY CORP COM 1203 $191 4 0.00 4 +Inf 03-31-2024
DUN & BRADSTREET HLDGS INC COM 1204 $191 19 0.00 19 +Inf 03-31-2024
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