Avior Wealth Management LLC Has $9.96 Million Position in

Jan 24, 2025  · Avior Wealth Management LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 30.3% in the 4th quarter, according to the company in its …


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Avior Wealth Management LLC Has $9.96 Million Position In

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Jan 24, 2025  · Avior Wealth Management LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 30.3% in the 4th quarter, according to the company in its …

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

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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 Trims Stock Position In Invesco …

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Jan 31, 2025  · Avior Wealth Management LLC trimmed its holdings in shares of Invesco Preferred ETF (NYSEARCA:PGX – Free Report) by 37.0% in the fourth quarter, according to the …

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Avior Wealth Management LLC Has $7.47 Million Stock Position In …

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Jan 26, 2025  · Avior Wealth Management LLC lessened its stake in Exxon Mobil Co. (NYSE:XOM - Free Report) by 22.3% in the fourth quarter, according to its most recent disclosure with the …

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Avior Wealth Management LLC Has $63,000 Stock Position In Nu …

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Jan 30, 2025  · Avior Wealth Management LLC reduced its stake in Nu Holdings Ltd. (NYSE:NU – Free Report) by 39.3% during the fourth quarter, Holdings Channel.com reports. The fund …

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Avior Wealth Management LLC Increases Position In ... - Defense …

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Jan 26, 2025  · Microsoft accounts for 1.0% of Avior Wealth Management LLC’s portfolio, making the stock its 23rd largest position. Avior Wealth Management LLC’s holdings in Microsoft were …

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Avior Wealth Management LLC Cuts Position In NVIDIA Co.

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Jan 6, 2025  · NVIDIA comprises 0.9% of Avior Wealth Management LLC’s portfolio, making the stock its 27th largest position. Avior Wealth Management LLC’s holdings in NVIDIA were worth …

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Avior Wealth Management LLC Has $267,000 Stock Position In …

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Jan 28, 2025  · Avior Wealth Management LLC lessened its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 31.2% during the 4th quarter, according to its …

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Avior Wealth Management LLC Has $4.21 Million Position In

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Jan 23, 2025  · Peterson Financial Group Inc. purchased a new position in shares of McDonald's during the third quarter valued at $58,000. Finally, FSA Wealth Management LLC acquired a …

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Best-In-State Wealth Management Teams 2024 - Forbes

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The second annual Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion. Forbes’ list was compiled by SHOOK …

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Avior Wealth Management LLC Lowers Stock Position In

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Jan 23, 2025  · Avior Wealth Management LLC decreased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 6.1% in the fourth quarter, according to its most recent …

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Avior Wealth Management LLC Has $230,000 Position In Xcel …

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Jan 28, 2025  · Avior Wealth Management LLC trimmed its holdings in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 21.6% during the fourth quarter, HoldingsChannel reports. …

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Chinmay Patel - Citizens - LinkedIn

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996 followers 500+ connections ... Private Wealth Management West New York, NJ ... The project, costing over $400 million, was designed exclusively for financial institutions, …

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Stratos Wealth Advisors LLC Has $5.04 Million Position In Annaly ...

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3 days ago  · Avior Wealth Management LLC lifted its position in shares of Annaly Capital Management by 209.9% in the 3rd quarter. Avior Wealth Management LLC now owns 1,255 …

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Avior Wealth Management LLC Has $435,000 Position In Alibaba …

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Jan 27, 2025  · Avior Wealth Management LLC lowered its holdings in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 6.1% during the fourth quarter, according to …

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Avior Wealth Management LLC Has $39.51 Million Stock

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Jan 29, 2025  · The institutional investor owned 169,679 shares of the iPhone maker's stock after selling 3,387 shares during the period. Apple makes up 1.6% of Avior Wealth Management …

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Avior Wealth Management LLC Has $1.33 Million Position In Uber ...

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Jan 25, 2025  · Avior Wealth Management LLC lifted its holdings in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 3,154.4% during the fourth quarter, according to the …

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Yousif Capital Management LLC Has $4.03 Million Stock Position In ...

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15 hours ago  · Avior Wealth Management LLC grew its stake in shares of Annaly Capital Management by 209.9% in the 3rd quarter. Avior Wealth Management LLC now owns 1,255 …

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FAQs about Avior Wealth Management LLC Has $9.96 Million Position in Coupon?

How much is Avior Wealth Management LLC worth?

Avior Wealth Management LLC’s holdings in NU were worth $63,000 at the end of the most recent quarter. A number of other hedge funds and other institutional investors also recently made changes to their positions in NU. AQR Capital Management LLC lifted its stake in shares of NU by 19.5% in the second quarter. ...

Does Avior wealth management own Xcel Energy Inc?

Avior Wealth Management LLC trimmed its holdings in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 21.6% during the fourth quarter, HoldingsChannel reports. The fund owned 3,412 shares of the company’s stock after selling 940 shares during the quarter. ...

How much is Avior Wealth Management LLC's Invesco preferred ETF worth?

The institutional investor owned 2,439 shares of the company’s stock after selling 1,432 shares during the period. Avior Wealth Management LLC’s holdings in Invesco Preferred ETF were worth $27,000 as of its most recent SEC filing. ...

How did AQR Capital Management LLC perform in the second quarter?

AQR Capital Management LLC lifted its stake in shares of NU by 19.5% in the second quarter. AQR Capital Management LLC now owns 186,897 shares of the company’s stock worth $2,409,000 after acquiring an additional 30,498 shares during the period. The Manufacturers Life Insurance Company lifted its stake in NU by 9.7% in the second quarter. ...

What is Barron's ranking of independent advisory firms?

Our ninth annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. For the first time, Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. ...

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