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
LAM RESEARCH CORP COM 201 $529,484 676 0.00 0.00 -3 -0.44 12-31-2023
ISHARES TR EXPND TEC SC ETF 202 $526,612 1,175 0.00 0.00 0 0.00 12-31-2023
HEXCEL CORP NEW COM 203 $514,775 6,980 0.00 0.00 0 0.00 12-31-2023
WEYERHAEUSER CO MTN BE COM NEW 204 $482,052 13,864 0.00 0.00 0 0.00 12-31-2023
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