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 INC | ESG AWR MSCI EM | 651 | $232,972 | 7,267 | 0.00 | 0.00 | -1,033 | -12.45 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 652 | $230,585 | 4,350 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LULULEMON ATHLETICA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3 | -0.50 | 12-31-2023 |
| DIREXION SHS ETF TR | DLY ENRGY BULL2X | 654 | $227,353 | 4,019 | 0.00 | 4,019 | +Inf | 12-31-2023 |
