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 |
|---|---|---|---|---|---|---|---|---|---|
| DELUXE CORP COM | Stock | 2001 | $793 | 37 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VONTIER CORPORATION COM | Stock | 2002 | $760 | 22 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | ETF | 2003 | $759 | 13 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CATALYST PHARMACEUTICALS INC COM | Stock | 2004 | $756 | 45 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
