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
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
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