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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERDIGITAL INC | COM | 851 | $2,000 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INGREDION INC | COM | 852 | $2,000 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| IDEX CORP | COM | 853 | $2,000 | 6 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HUNTINGTON BANCSHARES INC | COM | 854 | $2,000 | 86 | 0.00 | 0.00 | 38 | 79.17 | 03-31-2024 |
