Position in AVA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$24,464
-$6,604 QoQ
Shares Held
598
-22.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 413 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $68,072 across 3 Utilities - Diversified names. AVA ranks #2 (35.9% of the industry book) .
All Filings in AVA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,464 | 598 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $31,068 | 774 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,201 | 602 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,585 | 518 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||