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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | ETF | 1651 | $24,137 | 738 | 0.00 | 0.00 | 3 | 0.41 | 03-31-2024 |
| SPDR S&P INTERNATIONAL DIVIDEND ETF | ETF | 1652 | $24,030 | 683 | 0.00 | 683 | +Inf | 03-31-2024 | |
| SENSATA TECHNOLOGIES HLDG PLC SHS | Stock | 1653 | $23,917 | 651 | 0.00 | 651 | +Inf | 03-31-2024 | |
| WESTLAKE CORPORATION COM | Stock | 1654 | $23,836 | 156 | 0.00 | 156 | +Inf | 03-31-2024 |
