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 |
|---|---|---|---|---|---|---|---|---|---|
| DORMAN PRODS INC COM | Stock | 2951 | $481 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
| BGC GROUP INC CL A | Stock | 2952 | $481 | 62 | 0.00 | 62 | +Inf | 03-31-2024 | |
| CHIMERA INVT CORP COM NEW | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SONOS INC COM | Stock | Liquidated | $476 | 25 | 0.00 | 0.00 | 25 | +Inf | 03-31-2024 |
