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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO S&P 500 REVENUE ETF | ETF | 1501 | $5,888 | 69 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GARTNER INC COM | Stock | 1502 | $5,864 | 13 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FVCBANKCORP INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 456 | +Inf | 12-31-2023 | |
| MEDPACE HLDGS INC COM | Stock | 1504 | $5,824 | 19 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
