Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVION WEALTH | 05-02-2024 | 03-31-2024 | 1152 | 372,655,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CIENA CORP | COM NEW | 1351 | $1,000 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHIMERA INVT CORP | COM NEW | 1352 | $1,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BEAZER HOMES USA INC | COM NEW | 1353 | $1,000 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BV FINL INC | COM NEW | 1354 | $1,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
