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 |
|---|---|---|---|---|---|---|---|---|---|
| BEST BUY INC | Stock | 951 | $119,025 | 1,451 | 0.00 | 0.00 | 1,345 | 1268.87 | 03-31-2024 |
| SPDR S&P REGIONAL BANKING ETF | ETF | 952 | $118,660 | 2,360 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BROWN & BROWN INC COM | Stock | 953 | $118,441 | 1,353 | 0.00 | 0.00 | 885 | 189.10 | 03-31-2024 |
| PLEXUS CORP COM | Stock | 954 | $118,240 | 1,247 | 0.00 | 0.00 | -871 | -41.12 | 03-31-2024 |
