AWM
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AE Wealth Management’s Avista AVA Stock Holding History

AE Wealth Management’s Portfolio AVA Stock Details AVA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,775
Closed -$395K – 2153
2024
Q4 		$395K Buy
+10,775
New +$395K ﹤0.01% 982