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 |
---|---|---|---|---|---|---|---|---|---|
SOUNDTHINKING INC COM | Stock | 4001 | $31 | 2 | 0.00 | 2 | +Inf | 03-31-2024 | |
QUAD / GRAPHICS INC COM CL A | Stock | 4002 | $31 | 6 | 0.00 | 6 | +Inf | 03-31-2024 | |
LCNB CORP COM | Stock | 4003 | $31 | 2 | 0.00 | 2 | +Inf | 03-31-2024 | |
J JILL INC COM | Stock | 4004 | $31 | 1 | 0.00 | 1 | +Inf | 03-31-2024 |