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 |
|---|---|---|---|---|---|---|---|---|---|
| HESS CORP | COM | 751 | $205,744 | 1,348 | 0.00 | 1,348 | +Inf | 03-31-2024 | |
| AIR PRODS & CHEMS INC | COM | 752 | $204,110 | 842 | 0.00 | 842 | +Inf | 03-31-2024 | |
| VANGUARD WORLD FD | ENERGY ETF | Liquidated | $203,915 | 1,548 | 0.00 | 0.00 | 1,548 | +Inf | 03-31-2024 |
| DOUBLELINE INCOME SOLUTIONS | COM | 754 | $203,200 | 16,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
