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 |
|---|---|---|---|---|---|---|---|---|---|
| ARBOR REALTY TRUST INC COM | REIT | 1101 | $85,886 | 6,482 | 0.00 | 0.00 | -2,457 | -27.49 | 03-31-2024 |
| MASIMO CORP COM | Stock | 1102 | $85,613 | 583 | 0.00 | 0.00 | -2,222 | -79.22 | 03-31-2024 |
| ENI S P A SPONSORED ADR | ADR | 1103 | $84,597 | 2,667 | 0.00 | 2,667 | +Inf | 03-31-2024 | |
| LENNOX INTL INC COM | Stock | 1104 | $84,555 | 173 | 0.00 | 173 | +Inf | 03-31-2024 |
