Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS LLC | 02-06-2024 | 12-31-2023 | 416 | 1,625,586,508 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 100 ETF | 201 | $1,135,301 | 5,082 | 0.00 | 5,082 | +Inf | 12-31-2023 | |
| STARBUCKS CORP | COM | 202 | $1,132,435 | 11,795 | 0.00 | 0.00 | -11 | -0.09 | 12-31-2023 |
| CONOCOPHILLIPS | COM | 203 | $1,121,647 | 9,664 | 0.00 | 0.00 | -211 | -2.14 | 12-31-2023 |
| EATON CORP PLC | SHS | 204 | $1,102,736 | 4,579 | 0.00 | 0.00 | 321 | 7.54 | 12-31-2023 |
