Avior Wealth Management’s Envela ELA Stock Holding History

Avior Wealth Management’s Portfolio ELA Stock Details ELA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$4	–	2701
2024 Q1	$4	Buy	+1	New	+$4	﹤0.01%	3811

Other funds holding ELA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Avior Wealth Management's ELA Position: Q2 2024 in Review

Avior Wealth Management sold out of Envela (ELA) in Q2 2024, closing a stake of 1 share — an estimated $4 sold.

Avior Wealth Management first reported a position in ELA in Q1 2024 and held it in 1 quarter. The position peaked at $4 in Q1 2024. 38 funds tracked by Wall St. Rank hold ELA as of Q2 2024.

Avior Wealth Management reported no remaining Envela position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 1 Envela share in Q2 2024, an estimated $4.
Avior Wealth Management first reported a position in Envela in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Envela position peaked at $4 in Q1 2024.
38 funds tracked by Wall St. Rank held Envela as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.