Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 1645 | 1,650,249,709 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MAIDEN HOLDINGS LTD SHS | Stock | 1751 | $2,919 | 1,275 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DIAGEO PLC | ADR | 1752 | $2,913 | 20 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INTER PARFUMS INC COM | Stock | 1753 | $2,880 | 20 | 0.00 | 0.00 | -13 | -39.39 | 12-31-2023 |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | ETF | 1754 | $2,854 | 89 | 0.00 | 0.00 | -1,940 | -95.61 | 12-31-2023 |
