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Avior Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Avior Wealth Management’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50
Closed -$1.4K – 2497
2024
Q3 		$1.4K Hold
50
– – ﹤0.01% 2034
2024
Q2 		$1.26K Hold
50
– – ﹤0.01% 2003
2024
Q1 		$1.39K Buy
+50
New +$1.28K ﹤0.01% 2334

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avior Wealth Management's FINX Position: Q4 2024 in Review

Avior Wealth Management sold out of Global X FinTech ETF (FINX) in Q4 2024, closing a stake of 50 shares — an estimated $1.4K sold.

Avior Wealth Management first reported a position in FINX in Q1 2024 and held it in 3 quarters. The position peaked at $1.4K in Q3 2024. 101 funds tracked by Wall St. Rank hold FINX as of Q4 2024.

  • Avior Wealth Management reported no remaining Global X FinTech ETF position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 50 Global X FinTech ETF shares in Q4 2024, an estimated $1.4K.
  • Avior Wealth Management first reported a position in Global X FinTech ETF in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Global X FinTech ETF position peaked at $1.4K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.