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 |
|---|---|---|---|---|---|---|---|---|---|
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 451 | $7,000 | 67 | 0.00 | 0.00 | 10 | 17.54 | 03-31-2024 |
| STRYKER CORPORATION | COM | 452 | $7,000 | 17 | 0.00 | 0.00 | 3 | 21.43 | 03-31-2024 |
| SIRIUS XM HOLDINGS INC | COM | 453 | $7,000 | 1,584 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SIMON PPTY GROUP INC NEW | COM | 454 | $7,000 | 40 | 0.00 | 0.00 | 5 | 14.29 | 03-31-2024 |
