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 |
|---|---|---|---|---|---|---|---|---|---|
| NEWS CORP NEW CL A | Stock | 1401 | $41,757 | 1,595 | 0.00 | 1,595 | +Inf | 03-31-2024 | |
| HILTON GRAND VACATIONS INC COM | Stock | Liquidated | $41,733 | 884 | 0.00 | 0.00 | 884 | +Inf | 03-31-2024 |
| FT VEST INTERNATIONAL EQUITY BUFFER ETF - SEPTEMBER | ETF | 1403 | $41,721 | 1,932 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GOLD FIELDS LTD SPONSORED ADR | ADR | 1404 | $41,695 | 2,624 | 0.00 | 2,624 | +Inf | 03-31-2024 |
