Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 1645 | 1,650,249,709 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SBA COMMUNICATIONS CORP NEW CL A | REIT | 1951 | $1,014 | 4 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GREEN DOT CORP COM CL A | Stock | 1952 | $990 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPROTT URANIUM MINERS ETF | ETF | 1953 | $965 | 20 | 0.00 | 20 | +Inf | 12-31-2023 | |
| VERISK ANALYTICS INC COM | Stock | 1954 | $955 | 4 | 0.00 | 0.00 | -4 | -50.00 | 12-31-2023 |
