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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD LONG-TERM CORPORATE BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VERRA MOBILITY CORP CL A COM STK | Stock | Liquidated | $0 | 0 | 0.00 | 28 | +Inf | 06-30-2024 | |
| CLEANSPARK INC COM NEW | Stock | Liquidated | $0 | 0 | 0.00 | 33 | +Inf | 06-30-2024 | |
| CATALYST PHARMACEUTICALS INC COM | Stock | 2854 | $697 | 45 | 0.00 | 0.00 | -19 | -29.69 | 06-30-2024 |
