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 |
---|---|---|---|---|---|---|---|---|---|
LAS VEGAS SANDS CORP | Stock | 1851 | $1,968 | 40 | 0.00 | 0.00 | -25 | -38.46 | 12-31-2023 |
RENASANT CORP COM | Stock | 1852 | $1,944 | 57 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PLUG POWER INC COM NEW | Stock | 1853 | $1,921 | 427 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GREEN BRICK PARTNERS INC COM | Stock | 1854 | $1,921 | 37 | 0.00 | 0.00 | -23 | -38.33 | 12-31-2023 |