Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 1645 | 1,650,249,709 |
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 |