LWM
EDVA

Lifetime Wealth Management’s Endovia Health Sciences, Inc. EDVA Stock Holding History

Lifetime Wealth Management’s Portfolio EDVA Stock Details EDVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2K Hold
16,513
– – 0.01% 90
2026
Q1 		$23.7K Hold
16,513
– – 0.01% 85
2025
Q4 		$45.6K Buy
+16,513
New +$98.9K 0.03% 88

Other funds holding EDVA

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFM
Compass Financial Management Tampa, Florida $829M AUM
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Lifetime Wealth Management's EDVA Position: Q2 2026 in Review

Lifetime Wealth Management held its Endovia Health Sciences, Inc. (EDVA) position steady in Q2 2026 at 16,513 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #90.

Lifetime Wealth Management first reported a position in EDVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $45.6K in Q4 2025. 18 funds tracked by Wall St. Rank hold EDVA as of Q2 2026.

  • Lifetime Wealth Management held 16,513 shares of Endovia Health Sciences, Inc. worth $10.2K as of Q2 2026.
  • Lifetime Wealth Management left its Endovia Health Sciences, Inc. share count unchanged in Q2 2026.
  • Endovia Health Sciences, Inc. made up 0.01% of Lifetime Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Lifetime Wealth Management first reported a position in Endovia Health Sciences, Inc. in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's Endovia Health Sciences, Inc. position peaked at $45.6K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Endovia Health Sciences, Inc. as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.