Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AVIOR WEALTH MANAGEMENT LLC 01-30-2024 12-31-2023 1645 1,650,249,709
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CANADIAN IMPERIAL BK COMM TORO COM Stock Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
VENTAS INC REIT 752 $92,204 1,850 0.00 0.00 0 0.00 12-31-2023
ISHARES MSCI KLD 400 SOCIAL ETF ETF 753 $92,142 1,012 0.00 0.00 -1,405 -58.13 12-31-2023
FASTENAL CO COM Stock 754 $90,503 1,397 0.00 0.00 -3 -0.21 12-31-2023
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