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IFP Advisors’s PAVmed PAVM Stock Holding History

IFP Advisors’s Portfolio PAVM Stock Details PAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Hold
0
– -$4 – 4551
2024
Q4 		– Hold
0
– – – 4567
2022
Q1 		– Hold
0
– -$1K – 4582
2021
Q4 		– Sell
-3
Closed -$6.52K – 3073
2021
Q3 		$12K Hold
3
– – ﹤0.01% 2201
2021
Q2 		$8K Hold
3
– – ﹤0.01% 2301
2021
Q1 		$6K Buy
+3
New +$4.51K ﹤0.01% 2357
2018
Q4 		– Sell
-22
Closed -$13K – 3775
2018
Q3 		$13K Buy
+22
New +$13.4K ﹤0.01% 2705

Other funds holding PAVM

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFP Advisors's PAVM Position: Q1 2025 in Review

IFP Advisors held its PAVmed (PAVM) position steady in Q1 2025 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #4551.

IFP Advisors first reported a position in PAVM in Q3 2018 and has held it in 4 quarters since. The position peaked at $13K in Q3 2018. 29 funds tracked by Wall St. Rank hold PAVM as of Q1 2025.

  • IFP Advisors held 0 shares of PAVmed worth $0 as of Q1 2025.
  • IFP Advisors left its PAVmed share count unchanged in Q1 2025.
  • PAVmed made up ﹤0.01% of IFP Advisors's portfolio in Q1 2025, its #4551 holding.
  • IFP Advisors first reported a position in PAVmed in Q3 2018 and has held it in 4 quarters since.
  • IFP Advisors's PAVmed position peaked at $13K in Q3 2018.
  • 29 funds tracked by Wall St. Rank held PAVmed as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.