Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 3967 | 2,152,063,542 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VISTEON CORP COM NEW | Stock | Liquidated | $27,050 | 230 | 0.00 | 0.00 | 230 | +Inf | 03-31-2024 |
VULCAN MATLS CO COM | Stock | 1602 | $27,019 | 99 | 0.00 | 0.00 | 73 | 280.77 | 03-31-2024 |
HOLOGIC INC COM | Stock | 1603 | $26,974 | 346 | 0.00 | 0.00 | -83 | -19.35 | 03-31-2024 |
CALIX INC COM | Stock | 1604 | $26,925 | 812 | 0.00 | 812 | +Inf | 03-31-2024 |