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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK CEF MUNI INCOME ETF | ETF | 2251 | $6,495 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ADMA BIOLOGICS INC COM | Stock | 2252 | $6,494 | 984 | 0.00 | 984 | +Inf | 03-31-2024 | |
| INVESCO S&P 500 REVENUE ETF | ETF | 2253 | $6,467 | 69 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CITY HLDG CO COM | Stock | 2254 | $6,461 | 62 | 0.00 | 0.00 | 2 | 3.33 | 03-31-2024 |
