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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | TIPS BD ETF | 501 | $365,172 | 3,400 | 0.00 | 0.00 | -13,869 | -80.31 | 03-31-2024 |
| SPROTT PHYSICAL SILVER TR | TR UNIT | 502 | $364,959 | 44,024 | 0.00 | 0.00 | 8,695 | 24.61 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG HIGH Y | 503 | $359,285 | 3,774 | 0.00 | 0.00 | -1,432 | -27.51 | 03-31-2024 |
| RIVERNORTH MANAGED DUR MUN I | COM | 504 | $359,280 | 24,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
