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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MORNINGSTAR GROWTH ETF | ETF | 1151 | $75,102 | 995 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| J M SMUCKER CO NEW | Stock | 1152 | $75,018 | 596 | 0.00 | 0.00 | 567 | 1955.17 | 03-31-2024 |
| BRANDYWINEGBL GBL INCM OPP FD COM | CEF | 1153 | $74,912 | 8,834 | 0.00 | 8,834 | +Inf | 03-31-2024 | |
| EQUIFAX INC COM | Stock | 1154 | $74,905 | 280 | 0.00 | 0.00 | 278 | 13900.00 | 03-31-2024 |
