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 |
|---|---|---|---|---|---|---|---|---|---|
| ACUITY BRANDS INC COM | Stock | 1901 | $14,242 | 53 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AUTOHOME INC SP ADS RP CL A | ADR | 1902 | $14,237 | 543 | 0.00 | 543 | +Inf | 03-31-2024 | |
| COUCHBASE INC COM | Stock | 1903 | $14,233 | 541 | 0.00 | 541 | +Inf | 03-31-2024 | |
| INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 7 | 1.17 | 12-31-2023 |
