Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIANCE CAPITAL PARTNERS LLC | 02-06-2024 | 12-31-2023 | 254 | 467,025,123 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | 201 | $1,067,156 | 9,858 | 0.00 | 0.00 | 49 | 0.50 | 12-31-2023 |
| ARK ETF TR | INNOVATION ETF | 202 | $1,047,400 | 20,000 | 0.00 | 0.00 | -15,085 | -43.00 | 12-31-2023 |
| MARCUS & MILLICHAP INC | COM | Liquidated | $0 | 0 | 0.00 | 32,723 | +Inf | 12-31-2023 | |
| PGIM SHORT DUR HIG YLD OPP F | COM | 204 | $1,029,562 | 68,637 | 0.00 | 0.00 | -10,307 | -13.06 | 12-31-2023 |
