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Avior Wealth Management’s ProShares Short Russell2000 RWM Stock Holding History

Avior Wealth Management’s Portfolio RWM Stock Details RWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-105
Closed -$1.98K – 2009
2024
Q4 		$1.98K Buy
+105
New +$1.93K ﹤0.01% 2118

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OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Jane Street
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SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
GCM
Generation Capital Management Pittsford, New York $137M AUM 21.56% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avior Wealth Management sold out of ProShares Short Russell2000 (RWM) in Q1 2025, closing a stake of 105 shares — an estimated $1.98K sold.

Avior Wealth Management first reported a position in RWM in Q4 2024 and held it in 1 quarter. The position peaked at $1.98K in Q4 2024. 39 funds tracked by Wall St. Rank hold RWM as of Q1 2025.

  • Avior Wealth Management reported no remaining ProShares Short Russell2000 position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 105 ProShares Short Russell2000 shares in Q1 2025, an estimated $1.98K.
  • Avior Wealth Management first reported a position in ProShares Short Russell2000 in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's ProShares Short Russell2000 position peaked at $1.98K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2025.

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