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 |
|---|---|---|---|---|---|---|---|---|---|
| PATRICK INDS INC COM | Stock | 1851 | $16,367 | 137 | 0.00 | 137 | +Inf | 03-31-2024 | |
| VODAFONE GROUP NEW ADR F | ADR | 1852 | $16,352 | 1,837 | 0.00 | 0.00 | 488 | 36.17 | 03-31-2024 |
| NUVEEN FLOATING RATE INCOME FD COM | CEF | 1853 | $16,281 | 1,865 | 0.00 | 1,865 | +Inf | 03-31-2024 | |
| GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | ETF | 1854 | $16,253 | 474 | 0.00 | 474 | +Inf | 03-31-2024 |
