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True Wealth Design’s Aveanna Healthcare AVAH Stock Holding History

True Wealth Design’s Portfolio AVAH Stock Details AVAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.56K Hold
287
– – ﹤0.01% 1464
2026
Q2 		$2.46K Buy
287
+115
+67% +$811 ﹤0.01% 1607
2026
Q1 		$1.11K Hold
172
– – ﹤0.01% 1769
2025
Q4 		$1.41K Hold
172
– – ﹤0.01% 1585
2025
Q3 		$1.53K Buy
+172
New +$1.09K ﹤0.01% 1582

Other funds holding AVAH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's AVAH Position: Q3 2026 in Review

True Wealth Design held its Aveanna Healthcare (AVAH) position steady in Q3 2026 at 287 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

True Wealth Design first reported a position in AVAH in Q3 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold AVAH as of Q3 2026.

  • True Wealth Design held 287 shares of Aveanna Healthcare worth $3.56K as of Q3 2026.
  • True Wealth Design left its Aveanna Healthcare share count unchanged in Q3 2026.
  • Aveanna Healthcare made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1464 holding.
  • True Wealth Design first reported a position in Aveanna Healthcare in Q3 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.