Aviso Wealth Management New Holdings in Q3 2024

Aviso Wealth Management

  • $184 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
30.6K
New
$58.48 - $77.47 $1.79M - $2.37M
30.6K $2.3B
TFLR
T Rowe Price Exchange Traded F
44.2K
New
N/A
44.2K $2.28B
BXSL
Blackstone Secured Lending Fund

Financial Services
36K
New
$28.75 - $31.59 $1.04M - $1.14M
36K $1.05B
AXP
American Express CO

Financial Services
2.2K
New
$225.92 - $271.17 $496K - $595K
2.2K $595M
DVN
Devon Energy Corp

Energy
14.3K
New
$37.87 - $48.65 $542K - $696K
14.3K $560M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
500
New
$475.2 - $527.7 $238K - $264K
500 $264M
KR
Kroger CO

Consumer Defensive
3.86K
New
$50.43 - $57.3 $195K - $221K
3.86K $221M
ISRG
Intuitive Surgical Inc

Healthcare
430
New
$416.14 - $494.01 $179K - $212K
430 $211M
VTV
Vanguard Value ETF

ETFs
1.17K
New
$159.75 - $174.57 $187K - $204K
1.17K $204M
Activity Summary
Buys All Purchases 58 New Holdings 9 Increased Positions 49 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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