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 |
|---|---|---|---|---|---|---|---|---|---|
| AKAMAI TECH | Stock | 1251 | $12,781 | 108 | 0.00 | 108 | +Inf | 12-31-2023 | |
| CITIZENS FINL GROUP INC COM | Stock | 1252 | $12,725 | 384 | 0.00 | 0.00 | -50 | -11.52 | 12-31-2023 |
| VANGUARD COMMUNICATION SERVICES ETF | ETF | 1253 | $12,596 | 107 | 0.00 | 0.00 | -27 | -20.15 | 12-31-2023 |
| ISHARES ESG AWARE MSCI USA ETF | ETF | 1254 | $12,590 | 120 | 0.00 | 0.00 | -355 | -74.74 | 12-31-2023 |
