Farther Finance Advisors’s Avista AVA Stock Holding History

Farther Finance Advisors’s Portfolio AVA Stock Details AVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$246K	Buy	6,048 +2,057	+52%	+$83K	﹤0.01%	1875
2025 Q4	$154K	Buy	3,991 +847	+27%	+$33.1K	﹤0.01%	2080
2025 Q3	$119K	Buy	3,144 +2,859	+1,003%	+$106K	﹤0.01%	1934
2025 Q2	$10.8K	Sell	285 -663	-70%	-$26.1K	﹤0.01%	3037
2025 Q1	$40.1K	Sell	948 -9,197	-91%	-$349K	﹤0.01%	2007
2024 Q4	$372K	Buy	10,145 +1,439	+17%	+$54K	0.01%	708
2024 Q3	$337K	Buy	8,706 +1,218	+16%	+$46.1K	0.01%	767
2024 Q2	$256K	Buy	7,488 +7,399	+8,313%	+$264K	0.01%	730
2024 Q1	$3.09K	Buy	89 +19	+27%	+$647	﹤0.01%	2304
2023 Q4	$2.5K	Buy	70 +34	+94%	+$1.15K	﹤0.01%	2339
2023 Q3	$1.17K	Buy	36 +23	+177%	+$822	﹤0.01%	2032
2023 Q2	$511	Hold	13	–	–	﹤0.01%	2148
2023 Q1	$552	Hold	13	–	–	﹤0.01%	1981
2022 Q4	$576	Buy	+13	New	+$520	﹤0.01%	1806

Other funds holding AVA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return