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Integrated Wealth Concepts’s Avalo Therapeutics AVTX Stock Holding History

Integrated Wealth Concepts’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$999 Buy
+54
New +$854 ﹤0.01% 5534

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Integrated Wealth Concepts's AVTX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Avalo Therapeutics (AVTX) in Q2 2026: 54 shares worth $999. The stake represents ﹤0.01% of the portfolio and ranks #5534 among its holdings.

126 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

  • Integrated Wealth Concepts held 54 shares of Avalo Therapeutics worth $999 as of Q2 2026.
  • Avalo Therapeutics was a new Integrated Wealth Concepts position in Q2 2026.
  • Avalo Therapeutics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5534 holding.
  • 126 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.