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 |
|---|---|---|---|---|---|---|---|---|---|
| IDACORP INC COM | Stock | 1251 | $59,728 | 643 | 0.00 | 643 | +Inf | 03-31-2024 | |
| FORTIVE CORP COM | Stock | 1252 | $59,697 | 694 | 0.00 | 0.00 | 638 | 1139.29 | 03-31-2024 |
| NORTHERN TR CORP COM | Stock | 1253 | $59,576 | 670 | 0.00 | 670 | +Inf | 03-31-2024 | |
| ZIMMER HLDGS INC | Stock | 1254 | $59,464 | 450 | 0.00 | 0.00 | 315 | 233.33 | 03-31-2024 |
