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Avior Wealth Management, LLC → WMG

Avior Wealth Management, LLC WMG Position History

Warner Music Group Corp. • Communication Services

Quarters held
5
Latest value
$611K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.2M
Q4 2025$807K
Q1 2026$672K
Q2 2026$713K
Q3 2026$611K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$611K22.1K——
Q2 2026$713K26.3K——
Q1 2026$672K26.3K——
Q4 2025$807K26.3K——
Q3 2025$1.2M34.2K——

Other funds holding WMG

Other Avior Wealth Management, LLC positions

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VANGUARD INDEX FDS

$255.1M
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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