Aventura Private Wealth’s TMC The Metals Company TMC Stock Holding History

Aventura Private Wealth’s Portfolio TMC Stock Details TMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$443	Hold	100	–	–	﹤0.01%	936
2026 Q1	$467	Buy	+100	New	+$644	﹤0.01%	851

Other funds holding TMC

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return