FNWM
AVA icon

Financial Network Wealth Management’s Avista AVA Stock Holding History

Financial Network Wealth Management’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
2025
Q1 		$14K Buy
+358
New +$13.6K ﹤0.01% 306

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Network Wealth Management's AVA Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Avista (AVA) in Q1 2025: 358 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #306 among its holdings.

374 funds tracked by Wall St. Rank hold AVA as of Q1 2025.

  • Financial Network Wealth Management held 358 shares of Avista worth $14K as of Q1 2025.
  • Avista was a new Financial Network Wealth Management position in Q1 2025.
  • Avista made up ﹤0.01% of Financial Network Wealth Management's portfolio in Q1 2025, its #306 holding.
  • 374 funds tracked by Wall St. Rank held Avista as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.