AWM
MYI icon

Avior Wealth Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Avior Wealth Management’s Portfolio MYI Stock Details MYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19,701
Closed -$217K – 755
2025
Q1 		$217K Buy
19,701
+1,845
+10% +$20.5K 0.01% 636
2024
Q4 		$197K Buy
17,856
+867
+5% +$9.92K 0.01% 707
2024
Q3 		$204K Sell
16,989
-19
-0.1% -$219 0.01% 684
2024
Q2 		$190K Sell
17,008
-10,188
-37% -$113K 0.01% 681
2024
Q1 		$312K Buy
+27,196
New +$309K 0.01% 574

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GC
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HWAM
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Raymond James Financial
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UBS Group
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Bank of America
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Pathstone Holdings
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return