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 |
|---|---|---|---|---|---|---|---|---|---|
| DONALDSON INC | COM | 701 | $209,120 | 3,200 | 0.00 | 3,200 | +Inf | 12-31-2023 | |
| VANGUARD WORLD FDS | ENERGY ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,176 | -83.22 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 HY | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DOUBLELINE YIELD OPPORTUNITI | COM | 704 | $208,180 | 14,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
