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 |
|---|---|---|---|---|---|---|---|---|---|
| DOMINION ENERGY INC | COM | 601 | $238,909 | 4,822 | 0.00 | 0.00 | 596 | 14.10 | 03-31-2024 |
| SMITH A O CORP | COM | 602 | $238,225 | 2,755 | 0.00 | 0.00 | 91 | 3.42 | 03-31-2024 |
| PRICE T ROWE GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,357 | -37.23 | 12-31-2023 |
| POPULAR INC | COM NEW | 604 | $237,041 | 2,729 | 0.00 | 0.00 | 171 | 6.68 | 03-31-2024 |
