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
PAPA JOHNS INTL INC COM Stock 1201 $15,322 201 0.00 0.00 0 0.00 12-31-2023
GABELLI DIVID & INCOME TR COM CEF 1202 $15,234 704 0.00 0.00 -435 -38.19 12-31-2023
SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF ETF 1203 $14,943 644 0.00 0.00 2 0.31 12-31-2023
ALCOA CORP COM Stock 1204 $14,926 439 0.00 0.00 0 0.00 12-31-2023
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