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
STATE STR CORP COM Stock 201 $1,102,178 14,229 0.00 0.00 -9 -0.06 12-31-2023
AZENTA INC COM Stock 202 $1,096,827 16,838 0.00 0.00 0 0.00 12-31-2023
PHILLIPS 66 Stock 203 $1,089,324 8,181 0.00 0.00 128 1.59 12-31-2023
LANDSTAR SYS INC COM Stock 204 $1,067,011 5,510 0.00 0.00 0 0.00 12-31-2023
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