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 |
|---|---|---|---|---|---|---|---|---|---|
| BIRKENSTOCK HOLDING PLC COM SHS | Stock | 2001 | $11,812 | 250 | 0.00 | 250 | +Inf | 03-31-2024 | |
| MADISON SQUARE GARDEN ENTMT COM CL A | Stock | 2002 | $11,723 | 299 | 0.00 | 299 | +Inf | 03-31-2024 | |
| LINCOLN NATL CORP IND COM | Stock | 2003 | $11,718 | 367 | 0.00 | 367 | +Inf | 03-31-2024 | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | Stock | 2004 | $11,701 | 730 | 0.00 | 730 | +Inf | 03-31-2024 |
