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 |
|---|---|---|---|---|---|---|---|---|---|
| BRC INC COM CL A | Stock | 3251 | $205 | 48 | 0.00 | 0.00 | 8 | 20.00 | 03-31-2024 |
| MARTEN TRANS LTD COM | Stock | 3252 | $203 | 11 | 0.00 | 11 | +Inf | 03-31-2024 | |
| LIBERTY LATIN AMERICA LTD COM CL C | Stock | 3253 | $202 | 29 | 0.00 | 29 | +Inf | 03-31-2024 | |
| PLYMOUTH INDL REIT INC COM | REIT | 3254 | $202 | 9 | 0.00 | 9 | +Inf | 03-31-2024 |
