Aventura Private Wealth, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2074418
AVENTURA, FL
Position in AOA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,212
-$27 QoQ
Shares Held
25
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,212 | 25 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,239 | 25 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,203 | 25 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $2,085 | 25 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $1,912 | 25 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||