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 |
|---|---|---|---|---|---|---|---|---|---|
| ACUITY BRANDS INC COM | Stock | 1301 | $10,855 | 53 | 0.00 | 0.00 | 28 | 112.00 | 12-31-2023 |
| HERCULES CAPITAL INC COM | CEF | 1302 | $10,835 | 650 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GIBRALTAR INDS INC COM | Stock | 1303 | $10,820 | 137 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO FINANCIAL PREFERRED ETF | ETF | 1304 | $10,803 | 741 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
