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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | ETF | 201 | $1,557,165 | 27,722 | 0.00 | 0.00 | 4,727 | 20.56 | 03-31-2024 |
| HOULIHAN LOKEY INC CL A | Stock | 202 | $1,555,970 | 12,138 | 0.00 | 0.00 | 101 | 0.84 | 03-31-2024 |
| MicroStrategy Inc Class A | Stock | 203 | $1,550,793 | 909 | 0.00 | 0.00 | 905 | 22625.00 | 03-31-2024 |
| PFIZER INC COM | Stock | 204 | $1,550,588 | 55,877 | 0.00 | 0.00 | 15,593 | 38.71 | 03-31-2024 |
