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 |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 401 | $459,148 | 953 | 0.00 | 0.00 | 420 | 78.80 | 03-31-2024 |
| ISHARES TR | IBOXX HI YD ETF | 402 | $452,466 | 5,821 | 0.00 | 0.00 | 978 | 20.19 | 03-31-2024 |
| WISDOMTREE TR | FLOATNG RAT TREA | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,755 | -29.57 | 03-31-2024 |
| BHP GROUP LTD | SPONSORED ADS | 404 | $448,655 | 7,777 | 0.00 | 0.00 | 335 | 4.50 | 03-31-2024 |
