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Creative Planning AVA Position History
Avista Corporation • Utilities
Quarters held
11
Latest value
$1.6M
Q3 2026
Peak value
$5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14K |
| Q3 2025 | $698K |
| Q3 2025 | $55K |
| Q3 2025 | $2.2M |
| Q4 2025 | $5M |
| Q4 2025 | $972K |
| Q1 2026 | $1.4M |
| Q2 2026 | $15K |
| Q2 2026 | $2.4M |
| Q3 2026 | $13K |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 46.0K | — | — |
| Q3 2026 | $13K | 363 | — | — |
| Q2 2026 | $2.4M | 58.0K | — | — |
| Q2 2026 | $15K | 363 | — | — |
| Q1 2026 | $1.4M | 35.7K | — | — |
| Q4 2025 | $972K | 25.2K | — | — |
| Q4 2025 | $5M | 69.1K | — | — |
| Q3 2025 | $2.2M | 51.1K | — | — |
| Q3 2025 | $55K | 1.3K | — | — |
| Q3 2025 | $698K | 18.5K | — | — |
| Q3 2025 | $14K | 363 | — | — |
Other funds holding AVA
$426.8M
$412.8M
$398.1M
$396.4M
$395.8M
$385.5M
$383.8M
$314.8M