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
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
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