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
FLOOR & DECOR HLDGS INC CL A Stock 1351 $47,440 366 0.00 366 +Inf 03-31-2024
FT CBOE VEST FUND OF BUFFER ETFS ETF 1352 $47,356 1,693 0.00 0.00 1,279 308.94 03-31-2024
RESTAURANT BRANDS INTL INC COM Stock 1353 $47,272 595 0.00 0.00 579 3618.75 03-31-2024
FIRST BANCORP F Stock 1354 $47,077 2,684 0.00 2,684 +Inf 03-31-2024
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6