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 |
|---|---|---|---|---|---|---|---|---|---|
| CHIPOTLE MEXICAN GRILL INC | Stock | 1201 | $66,855 | 23 | 0.00 | 0.00 | 14 | 155.56 | 03-31-2024 |
| COMERICA INC COM | Stock | 1202 | $66,592 | 1,211 | 0.00 | 1,211 | +Inf | 03-31-2024 | |
| PIONEER HIGH INCOME FUND INC COM | CEF | 1203 | $66,580 | 8,692 | 0.00 | 8,692 | +Inf | 03-31-2024 | |
| INTERACTIVE BROKERS GROUP INC | Stock | 1204 | $66,579 | 596 | 0.00 | 596 | +Inf | 03-31-2024 |
