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 |
|---|---|---|---|---|---|---|---|---|---|
| VELO3D INC COMMON STOCK | Stock | 4201 | $7 | 17 | 0.00 | 17 | +Inf | 03-31-2024 | |
| SECURITY NATL FINL CORP CL A NEW | Stock | 4202 | $7 | 1 | 0.00 | 1 | +Inf | 03-31-2024 | |
| NL INDS INC COM NEW | Stock | 4203 | $7 | 1 | 0.00 | 1 | +Inf | 03-31-2024 | |
| LIVEWIRE GROUP INC COM | Stock | 4204 | $7 | 1 | 0.00 | 1 | +Inf | 03-31-2024 |
