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 |
|---|---|---|---|---|---|---|---|---|---|
| SYNOPSYS INC COM | Stock | 901 | $132,588 | 232 | 0.00 | 0.00 | 221 | 2009.09 | 03-31-2024 |
| POOL CORP COM | Stock | 902 | $132,348 | 328 | 0.00 | 0.00 | -561 | -63.10 | 03-31-2024 |
| LAMB WESTON HLDGS INC COM | Stock | 903 | $132,315 | 1,242 | 0.00 | 0.00 | 418 | 50.73 | 03-31-2024 |
| EDWARDS LIFESCIENCES CORP COM | Stock | 904 | $132,159 | 1,383 | 0.00 | 0.00 | 1,263 | 1052.50 | 03-31-2024 |
