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
VANGUARD S&P MID-CAP 400 GROWTH ETF ETF 2851 $680 6 0.00 6 +Inf 03-31-2024
DXC TECHNOLOGY CO COM Stock 2852 $678 32 0.00 0.00 24 300.00 03-31-2024
FRESH DEL MONTE PRODUCE INC ORD Stock 2853 $673 26 0.00 26 +Inf 03-31-2024
KINIKSA PHARMACEUTICALS LTD COM CL A Stock 2854 $670 34 0.00 34 +Inf 03-31-2024
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