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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | TIPS BD ETF | 351 | $11,000 | 98 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BHP GROUP LTD | SPONSORED ADS | 352 | $11,000 | 189 | 0.00 | 0.00 | 100 | 112.36 | 03-31-2024 |
| ISHARES TR | NATIONAL MUN ETF | 353 | $11,000 | 101 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | MATERIALS ETF | 354 | $11,000 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
