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 |
|---|---|---|---|---|---|---|---|---|---|
| TORONTO DOMINION BANK | Stock | 951 | $38,384 | 594 | 0.00 | 0.00 | 286 | 92.86 | 12-31-2023 |
| ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF | ETF | 952 | $38,364 | 1,112 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MARKEL CORP HOLDING CO | Stock | 953 | $38,337 | 27 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR BLOOMBERG 1-10 YEAR TIPS ETF | ETF | 954 | $38,067 | 2,142 | 0.00 | 0.00 | -2,720 | -55.94 | 12-31-2023 |
