Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS LLC | 02-06-2024 | 12-31-2023 | 416 | 1,625,586,508 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GOLD SHS | 151 | $1,733,530 | 9,068 | 0.00 | 0.00 | -132 | -1.43 | 12-31-2023 |
| COCA COLA CO | COM | 152 | $1,723,170 | 29,241 | 0.00 | 0.00 | -1,569 | -5.09 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 153 | $1,722,351 | 9,632 | 0.00 | 0.00 | 1,193 | 14.14 | 12-31-2023 |
| ELI LILLY & CO | COM | 154 | $1,715,945 | 2,944 | 0.00 | 0.00 | 116 | 4.10 | 12-31-2023 |
