Superior Planning, LLC’s Avalo Therapeutics AVTX Stock Holding History

Superior Planning, LLC’s Portfolio AVTX Stock Details AVTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.54K	Buy	+231	New	+$4.25K	﹤0.01%	1335

Other funds holding AVTX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Davern Capital Partners Ny, New York $514M AUM 16.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.04B AUM 32.17% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Superior Planning, LLC's AVTX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Avalo Therapeutics (AVTX) in Q3 2026: 231 shares worth $3.54K. The stake represents ﹤0.01% of the portfolio and ranks #1335 among its holdings.

63 funds tracked by Wall St. Rank hold AVTX as of Q3 2026.

Superior Planning, LLC held 231 shares of Avalo Therapeutics worth $3.54K as of Q3 2026.
Avalo Therapeutics was a new Superior Planning, LLC position in Q3 2026.
Avalo Therapeutics made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1335 holding.
63 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.