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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 451 | $379,973 | 6,461 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VIRTUS DIVIDEND INTEREST & P | COM | 452 | $378,000 | 30,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ZOETIS INC | CL A | 453 | $377,757 | 1,914 | 0.00 | 0.00 | 75 | 4.08 | 12-31-2023 |
| ISHARES TR | IBOXX HI YD ETF | 454 | $374,762 | 4,843 | 0.00 | 0.00 | 558 | 13.02 | 12-31-2023 |
