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Avaii Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Avaii Wealth Management’s Portfolio PAGP Stock Details PAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$330K Buy
+12,660
New +$334K 0.09% 127

Other funds holding PAGP

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Avaii Wealth Management's PAGP Position: Q3 2026 in Review

Avaii Wealth Management opened a new position in Plains GP Holdings (PAGP) in Q3 2026: 12,660 shares worth $330K. The stake represents 0.09% of the portfolio and ranks #127 among its holdings.

13 funds tracked by Wall St. Rank hold PAGP as of Q3 2026.

  • Avaii Wealth Management held 12,660 shares of Plains GP Holdings worth $330K as of Q3 2026.
  • Plains GP Holdings was a new Avaii Wealth Management position in Q3 2026.
  • Plains GP Holdings made up 0.09% of Avaii Wealth Management's portfolio in Q3 2026, its #127 holding.
  • 13 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.