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 |
|---|---|---|---|---|---|---|---|---|---|
| CSX CORP | COM | 201 | $1,160,106 | 31,295 | 0.00 | 0.00 | 5,497 | 21.31 | 03-31-2024 |
| ISHARES TR | FLTG RATE NT ETF | 202 | $1,156,296 | 22,646 | 0.00 | 0.00 | 1,481 | 7.00 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | FT CBOE VEST S&P | Liquidated | $0 | 0 | 0.00 | 0.00 | 7,247 | 48.48 | 03-31-2024 |
| ISHARES TR | S&P 100 ETF | Liquidated | $0 | 0 | 0.00 | 5,082 | +Inf | 03-31-2024 |
