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 |
|---|---|---|---|---|---|---|---|---|---|
| FORTINET INC | COM | 551 | $5,000 | 64 | 0.00 | 0.00 | 5 | 8.47 | 03-31-2024 |
| FORD MTR CO DEL | COM | 552 | $5,000 | 369 | 0.00 | 0.00 | 171 | 86.36 | 03-31-2024 |
| EQUIFAX INC | COM | 553 | $5,000 | 16 | 0.00 | 0.00 | 6 | 60.00 | 03-31-2024 |
| ENTEGRIS INC | COM | 554 | $5,000 | 30 | 0.00 | 0.00 | 12 | 66.67 | 03-31-2024 |
