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Avior Wealth Management’s Sprott Uranium Miners ETF URNM Stock Holding History

Avior Wealth Management’s Portfolio URNM Stock Details URNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20
Closed -$965 – 3872
2023
Q4 		$965 Buy
+20
New +$934 ﹤0.01% 1377

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LPL Financial
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CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
JCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $1.72B AUM 91.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avior Wealth Management's URNM Position: Q1 2024 in Review

Avior Wealth Management sold out of Sprott Uranium Miners ETF (URNM) in Q1 2024, closing a stake of 20 shares — an estimated $965 sold.

Avior Wealth Management first reported a position in URNM in Q4 2023 and held it in 1 quarter. The position peaked at $965 in Q4 2023. 180 funds tracked by Wall St. Rank hold URNM as of Q1 2024.

  • Avior Wealth Management reported no remaining Sprott Uranium Miners ETF position as of Q1 2024 after selling out during the quarter.
  • Avior Wealth Management sold 20 Sprott Uranium Miners ETF shares in Q1 2024, an estimated $965.
  • Avior Wealth Management first reported a position in Sprott Uranium Miners ETF in Q4 2023 and held it in 1 quarter.
  • Avior Wealth Management's Sprott Uranium Miners ETF position peaked at $965 in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q1 2024.

Based on Avior Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.