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 |
|---|---|---|---|---|---|---|---|---|---|
| LAM RESEARCH CORP COM | Stock | 1101 | $21,148 | 27 | 0.00 | 0.00 | 24 | 800.00 | 12-31-2023 |
| ISHARES U.S. HEALTHCARE PROVIDERS ETF | ETF | 1102 | $21,134 | 80 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMERICAN ELEC PWR CO INC COM | Stock | 1103 | $21,122 | 260 | 0.00 | 0.00 | -871 | -77.01 | 12-31-2023 |
| FERGUSON PLC NEW SHS | Stock | 1104 | $21,044 | 109 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
