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 |
|---|---|---|---|---|---|---|---|---|---|
| DANA INC COM | Stock | 1701 | $21,729 | 1,711 | 0.00 | 1,711 | +Inf | 03-31-2024 | |
| KE HLDGS INC SPONSORED ADS | ADR | 1702 | $21,707 | 1,581 | 0.00 | 1,581 | +Inf | 03-31-2024 | |
| LANCASTER COLONY CORP COM | Stock | 1703 | $21,593 | 104 | 0.00 | 104 | +Inf | 03-31-2024 | |
| NEW JERSEY RES CORP COM | Stock | 1704 | $21,540 | 502 | 0.00 | 502 | +Inf | 03-31-2024 |
