Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 1645 | 1,650,249,709 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REALTY INCOME CORP | REIT | 451 | $380,978 | 6,634 | 0.00 | 0.00 | -727 | -9.88 | 12-31-2023 |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 452 | $380,341 | 4,907 | 0.00 | 0.00 | -805 | -14.09 | 12-31-2023 |
| SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | ETF | 453 | $380,075 | 11,577 | 0.00 | 0.00 | -15,580 | -57.37 | 12-31-2023 |
| SMARTSHEET INC COM CL A | Stock | 454 | $379,116 | 7,928 | 0.00 | 0.00 | 441 | 5.89 | 12-31-2023 |
