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 |
|---|---|---|---|---|---|---|---|---|---|
| AUTOZONE INC COM | Stock | 251 | $827,395 | 320 | 0.00 | 0.00 | -7 | -2.14 | 12-31-2023 |
| LABORATORY CORP AMER HLDGS COM NEW | Stock | 252 | $825,971 | 3,634 | 0.00 | 0.00 | -1 | -0.03 | 12-31-2023 |
| ATMOS ENERGY CORP | Stock | 253 | $825,344 | 7,121 | 0.00 | 0.00 | -379 | -5.05 | 12-31-2023 |
| WISDOMTREE U.S. TOTAL DIVIDEND FUND | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 687 | 5.40 | 12-31-2023 |
