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 |
|---|---|---|---|---|---|---|---|---|---|
| CADRE HLDGS INC COM | Stock | 3301 | $181 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
| TRIUMPH GROUP INC NEW COM | Stock | 3302 | $180 | 12 | 0.00 | 12 | +Inf | 03-31-2024 | |
| OCEANFIRST FINL CORP COM | Stock | 3303 | $180 | 11 | 0.00 | 11 | +Inf | 03-31-2024 | |
| HUDSON PAC PPTYS INC COM | REIT | 3304 | $180 | 28 | 0.00 | 28 | +Inf | 03-31-2024 |
