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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 601 | $281,349 | 5,667 | 0.00 | 0.00 | 60 | 1.07 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 602 | $279,097 | 1,590 | 0.00 | 0.00 | 19 | 1.21 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 603 | $278,752 | 4,705 | 0.00 | 0.00 | -81,659 | -94.55 | 03-31-2024 |
| ALLIANT ENERGY CORP | COM | 604 | $274,984 | 5,456 | 0.00 | 0.00 | -291 | -5.06 | 03-31-2024 |
