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 |
|---|---|---|---|---|---|---|---|---|---|
| FEDERAL AGRIC MTG CORP CL C | Stock | 1951 | $13,190 | 67 | 0.00 | 67 | +Inf | 03-31-2024 | |
| DIODES INC COM | Stock | 1952 | $13,113 | 186 | 0.00 | 186 | +Inf | 03-31-2024 | |
| INSPERITY INC COM | Stock | Liquidated | $13,043 | 119 | 0.00 | 0.00 | 119 | +Inf | 03-31-2024 |
| WISDOMTREE INTERNATIONAL EFFICIENT CORE FUND | ETF | 1954 | $13,008 | 351 | 0.00 | 351 | +Inf | 03-31-2024 |
