Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 3967 | 2,152,063,542 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
STITCH FIX INC COM CL A | Stock | 3851 | $52 | 20 | 0.00 | 20 | +Inf | 03-31-2024 | |
JOINT CORP COM | Stock | 3852 | $52 | 4 | 0.00 | 4 | +Inf | 03-31-2024 | |
IROBOT CORP COM | Stock | 3853 | $52 | 6 | 0.00 | 6 | +Inf | 03-31-2024 | |
IMMERSION CORP COM | Stock | 3854 | $52 | 7 | 0.00 | 7 | +Inf | 03-31-2024 |