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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED PARCEL SERVICE INC | CL B | 101 | $3,256,755 | 21,912 | 0.00 | 0.00 | 579 | 2.71 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 102 | $3,212,402 | 19,725 | 0.00 | 0.00 | -3,013 | -13.25 | 03-31-2024 |
| PEPSICO INC | COM | 103 | $2,999,518 | 17,139 | 0.00 | 0.00 | 2,136 | 14.24 | 03-31-2024 |
| ISHARES TR | S&P 500 GRWT ETF | 104 | $2,962,031 | 35,079 | 0.00 | 0.00 | 18,013 | 105.55 | 03-31-2024 |
