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
OMNICOM GROUP INC COM Stock 251 $1,214,338 12,550 0.00 0.00 395 3.25 03-31-2024
GILDAN ACTIVEWEAR INC COM Stock 252 $1,213,928 32,694 0.00 0.00 1,890 6.14 03-31-2024
CVS HEALTH CORP COM Stock 253 $1,201,045 15,058 0.00 0.00 7,019 87.31 03-31-2024
HILLMAN SOLUTIONS CORP COM Stock 254 $1,198,819 112,671 0.00 0.00 35 0.03 03-31-2024
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