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 |
|---|---|---|---|---|---|---|---|---|---|
| BOISE CASCADE CO DEL COM | Stock | 2701 | $1,226 | 8 | 0.00 | 8 | +Inf | 03-31-2024 | |
| NOVANTA INC COM | Stock | Liquidated | $1,223 | 7 | 0.00 | 0.00 | 7 | +Inf | 03-31-2024 |
| JUNIPER NETWORKS INC | Stock | 2703 | $1,222 | 33 | 0.00 | 33 | +Inf | 03-31-2024 | |
| SLM CORP COM | Stock | 2704 | $1,220 | 56 | 0.00 | 56 | +Inf | 03-31-2024 |
