Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS LLC | 02-06-2024 | 12-31-2023 | 416 | 1,625,586,508 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EAFE MIN VL | 351 | $527,505 | 7,608 | 0.00 | 0.00 | -3,582 | -32.01 | 12-31-2023 |
| PIMCO ETF TR | ACTIVE BD ETF | 352 | $526,608 | 5,696 | 0.00 | 5,696 | +Inf | 12-31-2023 | |
| ISHARES TR | S&P SML 600 GWT | 353 | $526,363 | 4,206 | 0.00 | 0.00 | -31 | -0.73 | 12-31-2023 |
| AFLAC INC | COM | 354 | $525,199 | 6,366 | 0.00 | 0.00 | 13 | 0.20 | 12-31-2023 |
