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 |
|---|---|---|---|---|---|---|---|---|---|
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 401 | $442,076 | 4,650 | 0.00 | 0.00 | 69 | 1.51 | 12-31-2023 |
| RIO TINTO PLC | SPONSORED ADR | 402 | $441,019 | 5,923 | 0.00 | 0.00 | 544 | 10.11 | 12-31-2023 |
| WISDOMTREE TR | EM EX ST-OWNED | 403 | $439,406 | 15,215 | 0.00 | 0.00 | -3,200 | -17.38 | 12-31-2023 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 404 | $438,705 | 6,789 | 0.00 | 0.00 | -35 | -0.51 | 12-31-2023 |
