Rothwell Investment Advisors, LLC’s Avino Silver & Gold Mines ASM Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio ASM Stock Details ASM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.22K	Buy	+1,300	New	+$8.4K	﹤0.01%	833

Other funds holding ASM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

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

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ASM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Avino Silver & Gold Mines (ASM) in Q3 2026: 1,300 shares worth $7.22K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings.

54 funds tracked by Wall St. Rank hold ASM as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,300 shares of Avino Silver & Gold Mines worth $7.22K as of Q3 2026.
Avino Silver & Gold Mines was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Avino Silver & Gold Mines made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #833 holding.
54 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.