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
ALLBIRDS INC COM CL A Stock 2051 $490 400 0.00 0.00 0 0.00 12-31-2023
CHIMERA INVT CORP COM NEW REIT Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
SPECTRUM BRANDS HLDGS INC NEW COM Stock 2053 $478 6 0.00 0.00 0 0.00 12-31-2023
ENDEAVOR GROUP HLDGS INC CL A COM Stock 2054 $476 20 0.00 0.00 0 0.00 12-31-2023
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