Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS LLC | 02-06-2024 | 12-31-2023 | 416 | 1,625,586,508 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $232,122,719 | 485,989 | 0.01 | 0.01 | 52,167 | 12.02 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 2 | $109,042,847 | 1,550,005 | 0.01 | 0.01 | 67,688 | 4.57 | 12-31-2023 |
| ISHARES INC | CORE MSCI EMKT | 3 | $63,091,283 | 1,247,356 | 0.00 | 0.00 | 45,949 | 3.82 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 4 | $58,524,007 | 118,178 | 0.00 | 0.00 | 80,242 | 211.52 | 12-31-2023 |
