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 |
|---|---|---|---|---|---|---|---|---|---|
| GOOSEHEAD INS INC COM CL A | Stock | 2601 | $1,998 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
| VANGUARD RUSSELL 2000 GROWTH ETF | ETF | 2602 | $1,971 | 10 | 0.00 | 10 | +Inf | 03-31-2024 | |
| SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | ETF | 2603 | $1,940 | 74 | 0.00 | 0.00 | -114 | -60.64 | 03-31-2024 |
| ARRAY TECHNOLOGIES INC COM SHS | Stock | 2604 | $1,938 | 130 | 0.00 | 0.00 | 30 | 30.00 | 03-31-2024 |
