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 |
|---|---|---|---|---|---|---|---|---|---|
| TARGA RES CORP COM | Stock | 751 | $199,006 | 1,777 | 0.00 | 0.00 | 1,776 | 177600.00 | 03-31-2024 |
| KEYSIGHT TECHNOLOGIES INC COM | Stock | 752 | $198,602 | 1,270 | 0.00 | 0.00 | 1,195 | 1593.33 | 03-31-2024 |
| SOUTHERN CO COM | Stock | 753 | $198,393 | 2,765 | 0.00 | 0.00 | 1,942 | 235.97 | 03-31-2024 |
| DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF | ETF | 754 | $198,094 | 5,152 | 0.00 | 5,152 | +Inf | 03-31-2024 |
