Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 3967 | 2,152,063,542 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OTIS WORLDWIDE CORP COM | Stock | 701 | $236,399 | 2,381 | 0.00 | 0.00 | 1,894 | 388.91 | 03-31-2024 |
| RELX PLC SPONSORED ADR | ADR | 702 | $235,064 | 5,430 | 0.00 | 0.00 | 5,391 | 13823.08 | 03-31-2024 |
| MARTIN MARIETTA MATLS INC COM | Stock | 703 | $234,662 | 382 | 0.00 | 0.00 | 118 | 44.70 | 03-31-2024 |
| AGILENT TECH INC | Stock | 704 | $234,276 | 1,610 | 0.00 | 0.00 | 1,091 | 210.21 | 03-31-2024 |
