Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIO WEALTH LIMITED PARTNERSHIP | 01-22-2024 | 12-31-2023 | 257 | 2,911,280,524 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HONEYWELL INTL INC | COM | 101 | $3,226,599 | 15,386 | 0.00 | 0.00 | 574 | 3.88 | 12-31-2023 |
| TESLA INC | COM | 102 | $3,070,716 | 12,358 | 0.00 | 0.00 | -512 | -3.98 | 12-31-2023 |
| ISHARES TR | SHRT NAT MUN ETF | 103 | $3,041,340 | 28,847 | 0.00 | 0.00 | -2,626 | -8.34 | 12-31-2023 |
| GENERAL ELECTRIC CO | COM NEW | 104 | $3,038,273 | 23,805 | 0.00 | 0.00 | 1,803 | 8.19 | 12-31-2023 |
