Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 3967 | 2,152,063,542 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EATON VANCE MUN INCOME TRUST COM USD0.01 | CEF | 1001 | $107,040 | 6,000 | 0.00 | 0.00 | -2,250 | -27.27 | 03-31-2024 |
| MFS MUN INCOME TR SH BEN INT | CEF | 1002 | $106,293 | 19,794 | 0.00 | 19,794 | +Inf | 03-31-2024 | |
| COMMVAULT SYS INC COM | Stock | 1003 | $105,690 | 1,042 | 0.00 | 1,042 | +Inf | 03-31-2024 | |
| CARDINAL HEALTH INC | Stock | 1004 | $104,514 | 934 | 0.00 | 0.00 | 135 | 16.90 | 03-31-2024 |
