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 |
|---|---|---|---|---|---|---|---|---|---|
| HANCOCK JOHN PFD INCOME FD | SH BEN INT | 501 | $331,380 | 21,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 502 | $329,110 | 1,882 | 0.00 | 1,882 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 503 | $328,352 | 4,359 | 0.00 | 0.00 | -1,410 | -24.44 | 12-31-2023 |
| THERMO FISHER SCIENTIFIC INC | COM | 504 | $327,738 | 617 | 0.00 | 0.00 | -312 | -33.58 | 12-31-2023 |
