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 |
|---|---|---|---|---|---|---|---|---|---|
| LANTHEUS HLDGS INC | COM | 451 | $141,036 | 2,266 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTUITIVE SURGICAL INC | COM NEW | 452 | $140,081 | 351 | 0.00 | 0.00 | 10 | 2.93 | 03-31-2024 |
| ENTERPRISE PRODS PARTNERS L | COM | 453 | $140,064 | 4,800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 454 | $139,549 | 795 | 0.00 | 0.00 | 241 | 43.50 | 03-31-2024 |
