Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEDMONT PRIVATE CAPITAL | 04-10-2024 | 03-31-2024 | 605 | 1,368,665,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCKESSON CORP | COM | 201 | $906,395 | 1,719 | 0.00 | 0.00 | 66 | 3.99 | 03-31-2024 |
| DUKE ENERGY CORP NEW | COM NEW | 202 | $906,119 | 9,311 | 0.00 | 0.00 | 539 | 6.14 | 03-31-2024 |
| AMERICAN INTL GROUP INC | COM NEW | 203 | $899,677 | 11,913 | 0.00 | 0.00 | 365 | 3.16 | 03-31-2024 |
| ENTERPRISE PRODS PARTNERS L | COM | 204 | $898,502 | 30,708 | 0.00 | 0.00 | -14 | -0.05 | 03-31-2024 |
