AWM
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Avior Wealth Management’s Savers SVV Stock Holding History

Avior Wealth Management’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$77 – 3559
2024
Q1 		$77 Buy
+4
New +$75 ﹤0.01% 3302

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MP
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Thrivent Financial for Lutherans
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Avior Wealth Management's SVV Position: Q2 2024 in Review

Avior Wealth Management sold out of Savers (SVV) in Q2 2024, closing a stake of 4 shares — an estimated $77 sold.

Avior Wealth Management first reported a position in SVV in Q1 2024 and held it in 1 quarter. The position peaked at $77 in Q1 2024. 108 funds tracked by Wall St. Rank hold SVV as of Q2 2024.

  • Avior Wealth Management reported no remaining Savers position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Savers shares in Q2 2024, an estimated $77.
  • Avior Wealth Management first reported a position in Savers in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Savers position peaked at $77 in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Savers as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.