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 |
|---|---|---|---|---|---|---|---|---|---|
| STANLEY BLACK & DECKER INC COM | Stock | 351 | $783,137 | 7,996 | 0.00 | 0.00 | 16 | 0.20 | 03-31-2024 |
| PROGRESSIVE CORP COM | Stock | 352 | $782,193 | 3,782 | 0.00 | 0.00 | 3,388 | 859.90 | 03-31-2024 |
| PENTAIR PLC SHS | Stock | 353 | $771,652 | 9,031 | 0.00 | 0.00 | 727 | 8.75 | 03-31-2024 |
| ISHARES TIPS BOND ETF | ETF | 354 | $770,471 | 7,173 | 0.00 | 0.00 | 3,460 | 93.19 | 03-31-2024 |
