Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS LLC | 02-06-2024 | 12-31-2023 | 416 | 1,625,586,508 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KINDER MORGAN INC DEL | COM | 301 | $615,213 | 34,876 | 0.00 | 0.00 | -16,279 | -31.82 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 302 | $612,382 | 7,640 | 0.00 | 0.00 | -5,453 | -41.65 | 12-31-2023 |
| WASTE MGMT INC DEL | COM | 303 | $611,800 | 3,416 | 0.00 | 0.00 | -83 | -2.37 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,746 | -8.70 | 12-31-2023 |
