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 |
|---|---|---|---|---|---|---|---|---|---|
| WEIS MKTS INC COM | Stock | 2801 | $837 | 13 | 0.00 | 13 | +Inf | 03-31-2024 | |
| SOUTHWEST GAS HLDGS INC COM | Stock | 2802 | $837 | 11 | 0.00 | 11 | +Inf | 03-31-2024 | |
| VERTEX INC CL A | Stock | 2803 | $825 | 26 | 0.00 | 26 | +Inf | 03-31-2024 | |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 13.79 | 12-31-2023 |
