Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 1645 | 1,650,249,709 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR S&P/CITIGROUP INTL TREASURY BD ETF | ETF | 1451 | $6,654 | 161 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OREILLY AUTOMOTIVE INC COM | Stock | 1452 | $6,650 | 7 | 0.00 | 0.00 | -1 | -12.50 | 12-31-2023 |
LULULEMON ATHLETICA INC COM | Stock | 1453 | $6,646 | 13 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WARRIOR MET COAL INC COM | Stock | 1454 | $6,645 | 109 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |