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 |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA ENTERPRISEINC | Stock | 2201 | $0 | 0 | 0.00 | 0 | NaN | 12-31-2023 | |
| ADIENT PLC ORD SHS | Stock | 2202 | $0 | 0 | 0.00 | 0 | NaN | 12-31-2023 | |
| UFP INDUSTRIES INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -36 | -100.00 | 12-31-2023 |
| TEGNA INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -253 | -100.00 | 12-31-2023 |
