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 |
|---|---|---|---|---|---|---|---|---|---|
| COTERRA ENERGY INC COM | Stock | 451 | $530,552 | 19,029 | 0.00 | 0.00 | 13,826 | 265.73 | 03-31-2024 |
| NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | CEF | 452 | $525,071 | 42,898 | 0.00 | 42,898 | +Inf | 03-31-2024 | |
| ADOBE SYS INC | Stock | 453 | $522,765 | 1,036 | 0.00 | 0.00 | 521 | 101.17 | 03-31-2024 |
| ISHARES CORE S&P U.S. GROWTH ETF | ETF | 454 | $522,549 | 4,458 | 0.00 | 0.00 | 7 | 0.16 | 03-31-2024 |
