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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ESG INTERNATIONAL STOCK ETF | ETF | 851 | $147,444 | 2,565 | 0.00 | 2,565 | +Inf | 03-31-2024 | |
| ROYAL DUTCH SHELL PLC-ADR | ADR | 852 | $146,966 | 2,192 | 0.00 | 0.00 | 1,077 | 96.59 | 03-31-2024 |
| BROADRIDGE FIN SOL | Stock | 853 | $146,884 | 717 | 0.00 | 0.00 | 517 | 258.50 | 03-31-2024 |
| APOLLO TACTICAL INCOME FD INC COM | CEF | 854 | $146,303 | 10,231 | 0.00 | 10,231 | +Inf | 03-31-2024 |
