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Aventura Private Wealth’s loanDepot LDI Stock Holding History

Aventura Private Wealth’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$415 Hold
332
– – ﹤0.01% 940
2026
Q1 		$471 Hold
332
– – ﹤0.01% 849
2025
Q4 		$687 Hold
332
– – ﹤0.01% 774
2025
Q3 		$1.02K Hold
332
– – ﹤0.01% 731
2025
Q2 		$422 Hold
332
– – ﹤0.01% 733
2025
Q1 		$395 Hold
332
– – ﹤0.01% 731
2024
Q4 		$677 Buy
+332
New +$740 ﹤0.01% 665

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WA
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SA
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GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return