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 |
|---|---|---|---|---|---|---|---|---|---|
| CAMPBELL SOUP CO COM | Stock | 1351 | $9,078 | 210 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SONOS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| IQVIA HLDGS INC COM | Stock | 1353 | $9,023 | 39 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HEICO CORP NEW COM | Stock | 1354 | $8,943 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
