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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | INF TECH ETF | 151 | $1,017,368 | 2,102 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | 152 | $1,002,453 | 16,504 | 0.00 | 0.00 | -1,702 | -9.35 | 12-31-2023 |
| MASTERCARD INCORPORATED | CL A | 153 | $976,282 | 2,289 | 0.00 | 0.00 | 87 | 3.95 | 12-31-2023 |
| METTLER TOLEDO INTERNATIONAL | COM | 154 | $970,368 | 800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
