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 |
|---|---|---|---|---|---|---|---|---|---|
| MASTEC INC | COM | Liquidated | $1,213 | 13 | 0.00 | 0.00 | 13 | +Inf | 03-31-2024 |
| IRON MTN INC DEL | COM | 1652 | $1,204 | 15 | 0.00 | 15 | +Inf | 03-31-2024 | |
| STAG INDL INC | COM | 1653 | $1,203 | 31 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SLM CORP | COM | 1654 | $1,199 | 55 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
