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Avior Wealth Management, LLC → ANDE

Avior Wealth Management, LLC ANDE Position History

The Andersons, Inc. • Basic Materials

Quarters held
5
Latest value
$759K
Q3 2026
Peak value
$920K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$920K
Q4 2025$799K
Q1 2026$830K
Q2 2026$791K
Q3 2026$759K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$759K11.6K——
Q2 2026$791K11.6K——
Q1 2026$830K11.6K——
Q4 2025$799K15.0K——
Q3 2025$920K23.1K——

Other funds holding ANDE

Other Avior Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$255.1M
VGES

VANGUARD INDEX FDS

$237.6M
VGES

VANGUARD INDEX FDS

$218.2M
VGES

VANGUARD INDEX FDS

$211.3M
VGES

VANGUARD INDEX FDS

$189.9M
ETHA

ISHARES TR

$163.2M
ETHA

ISHARES TR

$160.9M
ETHA

ISHARES TR

$133.3M