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 |
|---|---|---|---|---|---|---|---|---|---|
| ACADIA PHARMACEUTICALS INC COM | Stock | 2101 | $9,670 | 523 | 0.00 | 523 | +Inf | 03-31-2024 | |
| PEBBLEBROOK HOTEL TR COM | REIT | 2102 | $9,646 | 626 | 0.00 | 626 | +Inf | 03-31-2024 | |
| VANGUARD LONG-TERM BOND ETF | ETF | 2103 | $9,619 | 132 | 0.00 | 0.00 | 75 | 131.58 | 03-31-2024 |
| SK TELECOM LTD SPONSORED ADR | ADR | 2104 | $9,464 | 439 | 0.00 | 439 | +Inf | 03-31-2024 |
