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AA Financial Advisors, LLC → ATEC

AA Financial Advisors, LLC ATEC Position History

Alphatec Holdings, Inc.

Quarters held
3
Latest value
$496K
Q3 2026
Peak value
$496K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$218K
Q2 2026$173K
Q3 2026$496K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$496K48.1K——
Q2 2026$173K20.0K——
Q1 2026$218K20.0K——

Other funds holding ATEC

Other AA Financial Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$48.8M
VGES

VANGUARD INDEX FDS

$47.8M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$46.5M
COF-PN

CAPITAL GROUP GROWTH ETF

$45.6M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$45.6M
COF-PN

CAPITAL GROUP GROWTH ETF

$42M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$34.2M
VGES

VANGUARD INDEX FDS

$33.7M