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 |
---|---|---|---|---|---|---|---|---|---|
COEUR MNG INC COM NEW | Stock | 3201 | $229 | 61 | 0.00 | 61 | +Inf | 03-31-2024 | |
SIRIUSPOINT LTD COM | Stock | 3202 | $228 | 18 | 0.00 | 18 | +Inf | 03-31-2024 | |
ZUORA INC COM CL A | Stock | 3203 | $228 | 25 | 0.00 | 25 | +Inf | 03-31-2024 | |
BUMBLE INC COM CL A | Stock | 3204 | $227 | 20 | 0.00 | 20 | +Inf | 03-31-2024 |