Avion Wealth has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $362 Million distributed in 1231 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $51.9M, Vanguard Bd Index Fds with a value of $49.9M, Vanguard Index Fds S&P 500 ETF with a value of $32.6M, Vanguard Total International B with a value of $28.5M, and Vanguard Whitehall Fds (Vangua with a value of $19.6M.
Examining the 13F form we can see an decrease of $10.2M in the current position value, from $373M to 362M.
Avion Wealth is based out at The Woodlands, TX
Below you can find more details about Avion Wealth portfolio as well as his latest detailed transactions.