Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 1645 | 1,650,249,709 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
WHIRLPOOL CORP COM | Stock | 351 | $541,876 | 4,450 | 0.00 | 0.00 | 1,000 | 28.99 | 12-31-2023 |
DUKE ENERGY CORP NEW COM NEW | Stock | 352 | $538,167 | 5,545 | 0.00 | 0.00 | -669 | -10.77 | 12-31-2023 |
WILLSCOT MOBIL MINI HLDNG CORP COM CL A | Stock | 353 | $535,112 | 12,025 | 0.00 | 0.00 | -1,521 | -11.23 | 12-31-2023 |
MICROSECTORS GOLD MINERS 3X LEVERAGED ETN | ETF | 354 | $534,240 | 16,000 | 0.00 | 16,000 | +Inf | 12-31-2023 |