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Avior Wealth Management, LLC → HTFL

Avior Wealth Management, LLC HTFL Position History

Heartflow, Inc. • Healthcare

Quarters held
3
Latest value
$724K
Q3 2026
Peak value
$724K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$305K
Q2 2026$368K
Q3 2026$724K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$724K14.6K——
Q2 2026$368K12.5K——
Q1 2026$305K12.5K——

Other funds holding HTFL

Other Avior Wealth Management, LLC positions

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VANGUARD INDEX FDS

$255.1M
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$237.6M
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$218.2M
VGES

VANGUARD INDEX FDS

$211.3M
VGES

VANGUARD INDEX FDS

$189.9M
ETHA

ISHARES TR

$163.2M
ETHA

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$160.9M
ETHA

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$133.3M