Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 1645 | 1,650,249,709 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNIVEST FD II INC COM | CEF | 1001 | $31,071 | 2,885 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PULTE GROUP INC COM | Stock | 1002 | $31,069 | 301 | 0.00 | 0.00 | -182 | -37.68 | 12-31-2023 |
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 400 | 48.78 | 12-31-2023 |
| NUTRIEN LTD COM | Stock | 1004 | $30,992 | 550 | 0.00 | 0.00 | 4 | 0.73 | 12-31-2023 |
