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 EXCHNG TRADED FD VI | FT VEST INTER | 551 | $311,237 | 14,045 | 0.00 | 14,045 | +Inf | 03-31-2024 | |
| HANCOCK JOHN FINL OPPTYS FD | SH BEN INT NEW | 552 | $309,525 | 10,464 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 553 | $309,182 | 1,238 | 0.00 | 0.00 | 131 | 11.83 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 554 | $306,716 | 1,342 | 0.00 | 0.00 | 34 | 2.60 | 03-31-2024 |
