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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 151 | $1,892,114 | 24,474 | 0.00 | 0.00 | 7,031 | 40.31 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 152 | $1,851,274 | 8,999 | 0.00 | 0.00 | -69 | -0.76 | 03-31-2024 |
| COCA COLA CO | COM | 153 | $1,829,373 | 29,901 | 0.00 | 0.00 | 660 | 2.26 | 03-31-2024 |
| MCDONALDS CORP | COM | 154 | $1,813,942 | 6,434 | 0.00 | 0.00 | 2,758 | 75.03 | 03-31-2024 |
