Aventus Investment Advisors, Inc. Closed Holding Positions

Aventus Investment Advisors, Inc.

  • $117 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VTI
Vanguard Total Stock Market Et

ETFs
Q3 2025 Filed on Oct 24, 2025
41
$303.93 - $329.86 $12.5K - $13.5K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2025 Filed on Oct 24, 2025
51
$49.43 - $54.52 $2.52K - $2.78K
WMT
Walmart Inc.

Consumer Defensive
Q3 2025 Filed on Oct 24, 2025
100
$94.4 - $104.27 $9.44K - $10.4K
MCD
Mcdonalds Corp

Consumer Cyclical
Q3 2025 Filed on Oct 24, 2025
12
$291.67 - $316.99 $3.5K - $3.8K
TMUS
T Mobile Us, Inc.

Communication Services
Q3 2025 Filed on Oct 24, 2025
0
$226.02 - $259.01 $0 - $0
BX
Blackstone Inc.

Financial Services
Q3 2025 Filed on Oct 24, 2025
140
$152.77 - $188.68 $21.4K - $26.4K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2025 Filed on Oct 24, 2025
49
$66.38 - $71.68 $3.25K - $3.51K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q3 2025 Filed on Oct 24, 2025
93
$30.71 - $30.86 $2.86K - $2.87K
AAL
American Airlines Group Inc.

Industrials
Q3 2025 Filed on Oct 24, 2025
31
N/A
PLTR
Palantir Technologies Inc.

Technology
Q3 2025 Filed on Oct 24, 2025
783
$130.68 - $186.97 $102K - $146K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q3 2025 Filed on Oct 24, 2025
1
$137.51 - $145.26 $138 - $145
DUK
Duke Energy Corp

Utilities
Q3 2025 Filed on Oct 24, 2025
0
$116.31 - $125.93 $0 - $0
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2025 Filed on Oct 24, 2025
40
$11.47 - $12.2 $459 - $488
IVT
Inven Trust Properties Corp.

Real Estate
Q3 2025 Filed on Oct 24, 2025
0
$26.7 - $30.06 $0 - $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q3 2025 Filed on Oct 24, 2025
142
$23.82 - $25.84 $3.38K - $3.67K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q3 2025 Filed on Oct 24, 2025
470
$45.4 - $47.61 $21.3K - $22.4K
VXF
Vanguard Extended Market ETF

ETFs
Q3 2025 Filed on Oct 24, 2025
25
$193.58 - $213.07 $4.84K - $5.33K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2025 Filed on Oct 24, 2025
10
$108.22 - $120.47 $1.08K - $1.2K
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