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 |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 101 | $3,206,170 | 9,058 | 0.00 | 0.00 | 438 | 5.08 | 12-31-2023 |
| VANGUARD WORLD FDS | INF TECH ETF | 102 | $3,198,174 | 6,608 | 0.00 | 0.00 | 1,162 | 21.34 | 12-31-2023 |
| ISHARES TR | ESG AWR MSCI USA | 103 | $3,167,444 | 30,189 | 0.00 | 0.00 | -2,515 | -7.69 | 12-31-2023 |
| CROCS INC | COM | 104 | $3,138,576 | 33,600 | 0.00 | 33,600 | +Inf | 12-31-2023 |
