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 |
|---|---|---|---|---|---|---|---|---|---|
| HARTFORD FINL SVCS GROUP INC COM | Stock | 501 | $303,353 | 3,774 | 0.00 | 0.00 | 58 | 1.56 | 12-31-2023 |
| LGI HOMES INC COM | Stock | 502 | $302,140 | 2,269 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | ETF | 503 | $301,063 | 12,581 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DEVON ENERGY CORP | Stock | 504 | $300,301 | 6,629 | 0.00 | 0.00 | 2,223 | 50.45 | 12-31-2023 |
