Avior Wealth Management
PVLA icon

Avior Wealth Management’s Palvella Therapeutics PVLA Stock Holding History

Avior Wealth Management’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$212K Buy
+1,538
New +$228K 0.01% 752

Other funds holding PVLA

CAM
Clio Asset Management Charlottesville, Virginia $119M AUM 1.1% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Avior Wealth Management's PVLA Position: Q3 2026 in Review

Avior Wealth Management opened a new position in Palvella Therapeutics (PVLA) in Q3 2026: 1,538 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #752 among its holdings.

9 funds tracked by Wall St. Rank hold PVLA as of Q3 2026.

  • Avior Wealth Management held 1,538 shares of Palvella Therapeutics worth $212K as of Q3 2026.
  • Palvella Therapeutics was a new Avior Wealth Management position in Q3 2026.
  • Palvella Therapeutics made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #752 holding.
  • 9 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.