IA
AZIO

IFP Advisors’s Azio AI Holdings AZIO Stock Holding History

IFP Advisors’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-475
Closed -$8.55K – 4614
2024
Q3 		$8.55K Hold
475
– – ﹤0.01% 2485
2024
Q2 		$9.07K Hold
475
– – ﹤0.01% 2370
2024
Q1 		$12.8K Buy
+475
New +$9.77K ﹤0.01% 2151

Other funds holding AZIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
PW
Potentia Wealth San Jose, California $259M AUM 19.98% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return