Number of Shares
20,526
Previous 20,582 0.27%
Holding current value
$1.93 Billion
Previous $1.6 Billion 20.12%
% of portfolio
1.04%
Previous 0.95%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
N/A
-56 Reduced 0.27%
20,526 $1.93 Billion
Q2 2024

Aug 14, 2024

BUY
N/A
6,074 Added 41.87%
20,582 $1.6 Billion
Q1 2024

May 14, 2024

SELL
N/A
-347 Reduced 2.34%
14,508 $1.32 Billion
Q4 2023

Feb 13, 2024

BUY
N/A
14,855 New
14,855 $1.15 Billion
Track This Portfolio

Track Aviso Wealth Management Portfolio

Follow Aviso Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aviso Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aviso Wealth Management with notifications on news.