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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | ACCESS INVT GR | 551 | $293,858 | 6,345 | 0.00 | 0.00 | 679 | 11.98 | 12-31-2023 |
| GOLDMAN SACHS ETF TR | ACCESS HIG YLD | 552 | $291,820 | 6,619 | 0.00 | 0.00 | 631 | 10.54 | 12-31-2023 |
| ULTRA CLEAN HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GRUPO AEROPORTUARIO DEL CENT | SPON ADR | 554 | $290,027 | 3,427 | 0.00 | 0.00 | 150 | 4.58 | 12-31-2023 |
