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 |
---|---|---|---|---|---|---|---|---|---|
WINGSTOP INC COM | Stock | 1601 | $4,618 | 18 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VANGUARD INDUSTRIALS ETF | ETF | 1602 | $4,576 | 20 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JACOBS SOLUTIONS INC COM | Stock | 1603 | $4,543 | 35 | 0.00 | 35 | +Inf | 12-31-2023 | |
UNDER ARMOUR INC CL C | Stock | 1604 | $4,525 | 542 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |