Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VENTURI WEALTH MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 2131 | 1,557,036,961 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HARTFORD FINL SVCS GROUP INC | COM | 1201 | $5,977 | 58 | 0.00 | 0.00 | 4 | 7.41 | 03-31-2024 |
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 1202 | $5,939 | 94 | 0.00 | 94 | +Inf | 03-31-2024 | |
| VANGUARD BD INDEX FDS | INTERMED TERM | 1203 | $5,924 | 78 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHAMPIONX CORPORATION | COM | 1204 | $5,886 | 164 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
