Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 1645 | 1,650,249,709 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SOUTHERN CO COM | Stock | 851 | $57,710 | 823 | 0.00 | 0.00 | 1 | 0.12 | 12-31-2023 |
SYSCO CORP COM | Stock | 852 | $57,333 | 784 | 0.00 | 0.00 | -1,777 | -69.39 | 12-31-2023 |
ARISTA NETWORKS INC COM | Stock | 853 | $57,228 | 243 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | 854 | $57,154 | 625 | 0.00 | 0.00 | 196 | 45.69 | 12-31-2023 |