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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 51 | $6,698,140 | 124,454 | 0.00 | 0.00 | -6,517 | -4.98 | 12-31-2023 |
| WISDOMTREE TR | INTL LRGCAP DV | 52 | $6,639,074 | 134,782 | 0.00 | 0.00 | -10,406 | -7.17 | 12-31-2023 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 53 | $6,536,109 | 33,957 | 0.00 | 0.00 | 1,449 | 4.46 | 12-31-2023 |
| ISHARES TR | RUS 1000 ETF | 54 | $6,413,626 | 24,455 | 0.00 | 0.00 | 1,233 | 5.31 | 12-31-2023 |
