Ownership history in Avior Wealth Management, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in ALERIAN MLP ETF (AMLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 5,920 | +643 | +12.2% | 0.01% | $278K | $45.04 |
| 2025 Q2 | REDUCED | 5,277 | -5,874 | -52.7% | 0.01% | $258K | $45.95 |
| 2025 Q1 | ADDED | 11,151 | +65 | +0.6% | 0.02% | $579K | $47.89 |
| 2024 Q4 | ADDED | 11,086 | +1,311 | +13.4% | 0.02% | $534K | $43.57 |
| 2024 Q3 | ADDED | 9,775 | +46 | +0.5% | 0.02% | $461K | $41.80 |
| 2024 Q2 | ADDED | 9,729 | +337 | +3.6% | 0.02% | $467K | $41.69 |
| 2024 Q1 | ADDED | 9,392 | +9,344 | +19466.7% | 0.02% | $446K | $40.43 |
| 2023 Q4 | REDUCED | 48 | -406 | -89.4% | 0.00% | $2K | $35.49 |
| 2023 Q3 | REDUCED | 454 | -3,752 | -89.2% | 0.00% | $19K | $34.49 |
| 2023 Q2 | REDUCED | 4,206 | -1,011 | -19.4% | 0.01% | $165K | $31.40 |
As of 2025 Q4 — sorted by position size