Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | 08-13-2024 | 06-30-2024 | 2384 | 2,325,807,515 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MOHAWK INDS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 84 | +Inf | 06-30-2024 | |
| VERISIGN INC | Stock | Liquidated | $0 | 0 | 0.00 | 58 | +Inf | 06-30-2024 | |
| AMERICAN ASSETS TR INC COM | REIT | 1903 | $10,988 | 491 | 0.00 | 0.00 | -10 | -2.00 | 06-30-2024 |
| UNIVERSAL DISPLAY CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 65 | +Inf | 06-30-2024 |
