List of top 200 securities held by Avid Wealth Partners LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
What is insider trading>>
Quarter: 2025Q1
Report Date Time: 2025-04-17 14:14:13
Total Holdings: 46
Assets Under Management (AUM) :
$142,169,008 ($142.17M)
Reporting Manager: Alicia Fuschak
Address:
17806 W INTERSTATE 10 STE. 105
SAN ANTONIO, TX 78257
Since : total money flow = , gains and losses =
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