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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | SPDR S&P 500 ETF | 251 | $285,836 | 7,365 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CADENCE DESIGN SYSTEM INC | COM | 252 | $284,355 | 1,044 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PPG INDS INC | COM | 253 | $279,509 | 1,869 | 0.00 | 0.00 | 62 | 3.43 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 552 | +Inf | 12-31-2023 |
