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 |
|---|---|---|---|---|---|---|---|---|---|
| FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DECIPHERA PHARMACEUTICALS INC COM | Stock | 2452 | $3,665 | 233 | 0.00 | 233 | +Inf | 03-31-2024 | |
| LIBERTY BROADBAND CORP COM SER C | Stock | 2453 | $3,662 | 64 | 0.00 | 64 | +Inf | 03-31-2024 | |
| ABRDN PHYSICAL PALLADIUM SHARES ETF | ETF | 2454 | $3,647 | 39 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
