Back to LEO

Avior Wealth Management, LLC → LEO

Avior Wealth Management, LLC LEO Position History

LEO

Quarters held
6
Latest value
$43K
Q3 2026
Peak value
$34.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$28K
Q1 2026$34K
Q2 2026$39K
Q2 2026$31.8M
Q3 2026$34.6M
Q3 2026$43K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$43K19.5K——
Q3 2026$34.6M824.3K——
Q2 2026$31.8M708.0K——
Q2 2026$39K16.2K——
Q1 2026$34K13.8K——
Q4 2025$28K11.1K——

Other funds holding LEO

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