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 |
|---|---|---|---|---|---|---|---|---|---|
| SIMPLIFY VOLATILITY PREMIUM ETF | ETF | 2351 | $4,985 | 220 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 2352 | $4,985 | 156 | 0.00 | 0.00 | -15,828 | -99.02 | 03-31-2024 |
| HUNT J B TRANS SVCS INC COM | Stock | 2353 | $4,981 | 25 | 0.00 | 0.00 | 23 | 1150.00 | 03-31-2024 |
| RIOT PLATFORMS INC COM | Stock | 2354 | $4,969 | 406 | 0.00 | 0.00 | 380 | 1461.54 | 03-31-2024 |
