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 |
|---|---|---|---|---|---|---|---|---|---|
| BRIGHT HEALTH GROUP INC COM NEW | Stock | 2101 | $244 | 32 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NORFOLK SOUTHERN CRP | Stock | 2102 | $236 | 1 | 0.00 | 1 | +Inf | 12-31-2023 | |
| CHARGEPOINT HOLDINGS INC COM CL A | Stock | 2103 | $234 | 100 | 0.00 | 0.00 | -989 | -90.82 | 12-31-2023 |
| VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 2104 | $234 | 3 | 0.00 | 0.00 | -200 | -98.52 | 12-31-2023 |
