Position in AVA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$531
+$10 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#397
of 413 holders
Holding Since
Jun 2025
5 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, 2026Physician Wealth Advisors, Inc. holds $25,849 across 5 Utilities - Diversified names. AVA ranks #5 (2.1% of the industry book) .
All Filings in AVA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531 | 13 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $521 | 13 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,503 | 39 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,777 | 47 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,783 | 47 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||