AWM
ARKW icon

Avior Wealth Management’s ARK Web x.0 ETF ARKW Stock Holding History

Avior Wealth Management’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$156 – 3832
2023
Q4 		$156 Sell
2
-351
-99% -$21.9K ﹤0.01% 1474
2023
Q3 		$19.1K Hold
353
– – ﹤0.01% 945
2023
Q2 		$20.7K Buy
353
+20
+6% +$1.04K ﹤0.01% 928
2023
Q1 		$17.9K Buy
333
+150
+82% +$7.3K ﹤0.01% 966
2022
Q4 		$7.07K Hold
183
– – ﹤0.01% 906
2022
Q3 		$8K Sell
183
-72
-28% -$3.9K ﹤0.01% 877
2022
Q2 		$12K Buy
255
+100
+65% +$6.2K ﹤0.01% 741
2022
Q1 		$13K Buy
155
+3
+2% +$271 ﹤0.01% 787
2021
Q4 		$18K Hold
152
– – ﹤0.01% 723
2021
Q3 		$21K Buy
152
+2
+1% +$296 ﹤0.01% 656
2021
Q2 		$23K Sell
150
-140
-48% -$20.1K ﹤0.01% 630
2021
Q1 		$42K Buy
+290
New +$46.8K ﹤0.01% 539
2018
Q4 		– Sell
-50
Closed -$3K – 700
2018
Q3 		$3K Buy
+50
New +$2.88K ﹤0.01% 655

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return