Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS LLC | 05-03-2024 | 03-31-2024 | 440 | 2,061,417,461 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $250,725,874 | 476,910 | 0.01 | 0.01 | -9,079 | -1.87 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 2 | $218,161,027 | 241,446 | 0.01 | 0.00 | 123,268 | 104.31 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 3 | $142,958,941 | 1,926,151 | 0.01 | 0.01 | 376,146 | 24.27 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 4 | $64,470,296 | 1,047,786 | 0.00 | 0.00 | 128,389 | 13.96 | 03-31-2024 |
