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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 601 | $265,750 | 5,607 | 0.00 | 0.00 | -2,578 | -31.50 | 12-31-2023 |
| AGNICO EAGLE MINES LTD | COM | 602 | $265,255 | 4,836 | 0.00 | 0.00 | -10 | -0.21 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | CONSMR STAPLES | 603 | $261,844 | 5,867 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ENBRIDGE INC | COM | 604 | $261,274 | 7,254 | 0.00 | 0.00 | -1,481 | -16.95 | 12-31-2023 |
