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 |
---|---|---|---|---|---|---|---|---|---|
DT MIDSTREAM INC COMMON STOCK | Stock | 3101 | $305 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
HELIX ENERGY SOLUTIONS GRP INC COM | Stock | 3102 | $303 | 28 | 0.00 | 28 | +Inf | 03-31-2024 | |
AKERO THERAPEUTICS INC COM | Stock | 3103 | $303 | 12 | 0.00 | 12 | +Inf | 03-31-2024 | |
VERA THERAPEUTICS INC CL A | Stock | 3104 | $301 | 7 | 0.00 | 7 | +Inf | 03-31-2024 |