AWM
LTC

Avior Wealth Management’s LTC Properties LTC Stock Holding History

Avior Wealth Management’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17
Closed -$587 – 1661
2024
Q4 		$587 Hold
17
– – ﹤0.01% 2270
2024
Q3 		$623 Hold
17
– – ﹤0.01% 2141
2024
Q2 		$586 Sell
17
-9
-35% -$300 ﹤0.01% 2098
2024
Q1 		$845 Buy
+26
New +$828 ﹤0.01% 2440

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Avior Wealth Management's LTC Position: Q1 2025 in Review

Avior Wealth Management sold out of LTC Properties (LTC) in Q1 2025, closing a stake of 17 shares — an estimated $587 sold.

Avior Wealth Management first reported a position in LTC in Q1 2024 and held it in 4 quarters. The position peaked at $845 in Q1 2024. 260 funds tracked by Wall St. Rank hold LTC as of Q1 2025.

  • Avior Wealth Management reported no remaining LTC Properties position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 17 LTC Properties shares in Q1 2025, an estimated $587.
  • Avior Wealth Management first reported a position in LTC Properties in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's LTC Properties position peaked at $845 in Q1 2024.
  • 260 funds tracked by Wall St. Rank held LTC Properties as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.