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 |
|---|---|---|---|---|---|---|---|---|---|
| SEACOAST BKG CORP FLA COM NEW | Stock | 3001 | $406 | 16 | 0.00 | 16 | +Inf | 03-31-2024 | |
| HNI CORP COM | Stock | 3002 | $406 | 9 | 0.00 | 9 | +Inf | 03-31-2024 | |
| AMERICAN WOODMARK CORPORATION COM | Stock | 3003 | $406 | 4 | 0.00 | 4 | +Inf | 03-31-2024 | |
| ST JOE CO COM | Stock | 3004 | $405 | 7 | 0.00 | 7 | +Inf | 03-31-2024 |
