Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | 08-13-2024 | 06-30-2024 | 2384 | 2,325,807,515 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLOCK H & R INC COM | Stock | 2701 | $1,247 | 23 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANECK ENERGY INCOME ETF | ETF | 2702 | $1,245 | 15 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CALIFORNIA RES CORP COM STOCK | Stock | 2703 | $1,242 | 23 | 0.00 | 0.00 | -14 | -37.84 | 06-30-2024 |
| SEAGATE TECHNOLOGY | Stock | 2704 | $1,239 | 12 | 0.00 | 0.00 | -387 | -96.99 | 06-30-2024 |
