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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 251 | $858,468 | 15,983 | 0.00 | 15,983 | +Inf | 03-31-2024 | |
| STRYKER CORPORATION | COM | 252 | $853,419 | 2,385 | 0.00 | 0.00 | 604 | 33.91 | 03-31-2024 |
| ALLSTATE CORP | COM | 253 | $830,905 | 4,803 | 0.00 | 0.00 | 847 | 21.41 | 03-31-2024 |
| PRUDENTIAL FINL INC | COM | 254 | $821,807 | 7,000 | 0.00 | 0.00 | 147 | 2.15 | 03-31-2024 |
