APW
MSB

Aventura Private Wealth’s Mesabi Trust MSB Stock Holding History

Aventura Private Wealth’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.24K Hold
128
– – ﹤0.01% 752
2026
Q1 		$4.03K Hold
128
– – ﹤0.01% 682
2025
Q4 		$4.93K Hold
128
– – ﹤0.01% 603
2025
Q3 		$3.75K Hold
128
– – ﹤0.01% 617
2025
Q2 		$3.07K Hold
128
– – ﹤0.01% 587
2025
Q1 		$3.48K Hold
128
– – ﹤0.01% 553
2024
Q4 		$3.6K Buy
+128
New +$3.32K ﹤0.01% 534

Other funds holding MSB

CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return