Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 3967 | 2,152,063,542 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ALPHA METALLURGICAL RESOUR INC COM | Stock | 2751 | $993 | 3 | 0.00 | 3 | +Inf | 03-31-2024 | |
AMERESCO INC CL A | Stock | 2752 | $989 | 41 | 0.00 | 41 | +Inf | 03-31-2024 | |
MACYS INC COM | Stock | 2753 | $979 | 49 | 0.00 | 49 | +Inf | 03-31-2024 | |
LA Z BOY INC COM | Stock | 2754 | $978 | 26 | 0.00 | 26 | +Inf | 03-31-2024 |