Ownership history in Avior Wealth Management, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in ALGER 35 ETF (ATFV). 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 Q4 | ADDED | 17,108 | +5,288 | +44.7% | 0.02% | $597K | $34.87 |
| 2025 Q3 | REDUCED | 11,820 | -4,566 | -27.9% | 0.01% | $420K | $35.44 |
| 2025 Q2 | ADDED | 16,386 | +14,776 | +917.8% | 0.02% | $484K | $29.46 |
| 2024 Q4 | ADDED | 1,610 | +425 | +35.9% | 0.00% | $41K | $25.23 |
| 2024 Q3 | REDUCED | 1,185 | -1,000 | -45.8% | 0.00% | $26K | $22.22 |
| 2024 Q2 | INITIATED | 2,185 | — | — | 0.00% | $47K | — |
As of 2025 Q4 — sorted by position size