Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS LLC | 02-06-2024 | 12-31-2023 | 416 | 1,625,586,508 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | COM | 251 | $777,363 | 2,994 | 0.00 | 0.00 | -56 | -1.84 | 12-31-2023 |
| PUBLIC STORAGE | COM | 252 | $774,389 | 2,539 | 0.00 | 0.00 | 1,284 | 102.31 | 12-31-2023 |
| SPROTT PHYSICAL GOLD TR | UNIT | 253 | $769,371 | 48,297 | 0.00 | 0.00 | 845 | 1.78 | 12-31-2023 |
| PROSHARES TR | PSHS ULTRA QQQ | 254 | $760,000 | 10,000 | 0.00 | 10,000 | +Inf | 12-31-2023 |
