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 |
---|---|---|---|---|---|---|---|---|---|
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 |