Avior Wealth Management LLC Boosts Stock Position in DocuSign, …

3 days ago  · Avior Wealth Management LLC raised its stake in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 36.5% during the 4th quarter, according to its most recent disclosure with the …


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Avior Wealth Management LLC Boosts Stock Position In DocuSign, …

3 weeks from now

3 days ago  · Avior Wealth Management LLC raised its stake in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 36.5% during the 4th quarter, according to its most recent disclosure with the …

etfdailynews.com

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Kingswood Wealth Advisors LLC Buys New Shares In DocuSign

3 weeks from now

2 days ago  · Avior Wealth Management LLC now owns 542 shares of the company's stock valued at $49,000 after buying an additional 145 shares in the last quarter. Finally, Friedenthal …

marketbeat.com

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DocuSign, Inc. (NASDAQ:DOCU) Shares Purchased By Avior Wealth ...

3 weeks from now

3 days ago  · Avior Wealth Management LLC boosted its position in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 36.5% in the 4th quarter, according to the company in its …

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DocuSign (NASDAQ:DOCU) Stock Price Up 6.4% – Here’s Why

3 weeks from now

3 days ago  · A number of institutional investors have recently bought and sold shares of DOCU. Avior Wealth Management LLC raised its holdings in shares of DocuSign by 36.5% in the …

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Lifestyle Asset Management Inc. Buys New Shares In DocuSign, Inc ...

3 weeks from now

Jan 24, 2025  · Brooklyn Investment Group purchased a new position in DocuSign in the third quarter valued at $33,000. Avior Wealth Management LLC lifted its holdings in DocuSign by …

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Avior Wealth Management LLC Has $11.95 Million Holdings In

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4 days ago  · Avior Wealth Management LLC lowered its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 3.9% during the fourth quarter, according to the company in its most recent …

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Avior Wealth Management LLC Cuts Stock Position In Marsh

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6 days ago  · Avior Wealth Management LLC lowered its stake in Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 4.0% during the fourth quarter, according to its most …

etfdailynews.com

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Avior Wealth Management LLC Has $43,000 Stock Holdings In …

3 weeks from now

3 days ago  · Avior Wealth Management LLC cut its position in shares of Archer-Daniels-Midland Company (NYSE:ADM – Free Report) by 87.2% during the 4th quarter, according to its most …

etfdailynews.com

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Avior Wealth Management LLC Has $3.30 Million Position In ...

3 weeks from now

Jan 24, 2025  · Avior Wealth Management LLC lifted its position in ConocoPhillips (NYSE:COP - Free Report) by 8.2% during the fourth quarter, according to its most recent 13F filing with the …

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Avior Wealth Management LLC Has $304,000 Stock Position In …

3 weeks from now

6 days ago  · Avior Wealth Management LLC lessened its holdings in shares of Coterra Energy Inc. (NYSE:CTRA – Free Report) by 2.9% during the 4th quarter, according to its most recent …

etfdailynews.com

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Avior Wealth Management LLC Boosts Stock Position In IShares …

3 weeks from now

6 days ago  · Avior Wealth Management LLC lifted its stake in shares of iShares Flexible Income Active ETF (NYSEARCA:BINC – Free Report) by 1,001.8% during the fourth quarter, …

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Avior Wealth Management LLC Increases Stock Position In

3 weeks from now

Jan 26, 2025  · Avior Wealth Management LLC increased its position in shares of iShares Bitcoin Trust (NASDAQ:IBIT - Free Report) by 635.7% during the 4th quarter, according to the …

marketbeat.com

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10 Best Financial Advisors In New Jersey | 2021-2022 Ranking

3 weeks from now

Oct 10, 2017  · This fee-only NJ wealth management firm works with individuals, families, trusts, institutions, and philanthropic organizations who typically have at least $1 million in investment …

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Avior Wealth Management LLC Has $418,000 Stock Position In The …

3 weeks from now

6 days ago  · Avior Wealth Management LLC raised its position in The Cigna Group (NYSE:CI – Free Report) by 30.7% during the fourth quarter, Holdings Channel.com reports. The …

etfdailynews.com

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Avior Wealth Management LLC Cuts Stock Position In

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5 days ago  · Avior Wealth Management LLC trimmed its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 11.5% during the fourth quarter, according to the company in its …

marketbeat.com

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Avior Wealth Management LLC Boosts Holdings In Pure

3 weeks from now

6 days ago  · Avior Wealth Management LLC grew its position in shares of Pure Storage, Inc. (NYSE:PSTG - Free Report) by 6,436.3% in the fourth quarter, according to the company in its …

marketbeat.com

FAQs about Avior Wealth Management LLC Boosts Stock Position in DocuSign, … Coupon?

Does Avior Wealth Management LLC own Cigna group?

Avior Wealth Management LLC raised its position in The Cigna Group (NYSE:CI – Free Report) by 30.7% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,512 shares of the health services provider’s stock after purchasing an additional 355 shares during the quarter. ...

How many shares does Avior wealth management own?

The firm owned 1,952 shares of the financial services provider’s stock after selling 82 shares during the quarter. Avior Wealth Management LLC’s holdings in Marsh & McLennan Companies were worth $415,000 as of its most recent filing with the SEC. ...

Does Avior wealth management own Archer-Daniels-Midland Company (ADM)?

Avior Wealth Management LLC cut its position in shares of Archer-Daniels-Midland Company (NYSE:ADM – Free Report) by 87.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 846 shares of the company’s stock after selling 5,772 shares during the period. ...

Did Avior wealth management reduce its stake in Western Digital co?

Avior Wealth Management LLC lessened its stake in Western Digital Co. (NASDAQ:WDC – Free Report) by 15.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). ...

Does Avior wealth management own Marsh & McLennan?

Avior Wealth Management LLC lowered its stake in Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 4.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 1,952 shares of the financial services provider’s stock after selling 82 shares during the quarter. ...

Does Avior wealth management own iShares agency Bond ETF?

Avior Wealth Management LLC reduced its stake in shares of iShares Agency Bond ETF (NYSEARCA:AGZ – Free Report) by 8.9% during the 4th quarter, Holdings Channel.com reports. The firm owned 3,798 shares of the company’s stock after selling 373 shares during the quarter. ...

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