Position in AVTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$435
+$294 QoQ
Shares Held
44
+144.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#433
of 454 holders
Holding Since
Jun 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $371,066 across 14 Medical Instruments & Supplies names. AVTR ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
814 | $323,710 | |
| 2 | ALC |
Alcon Inc
|
251 | $16,842 | |
| 3 | BDX |
Becton Dickinson & Co
|
37 | $5,598 | |
| 4 | TFX |
Teleflex Inc
|
35 | $4,436 | |
| 5 | SOLV |
Solventum Corp
|
54 | $4,165 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
10 | $3,590 | |
| 7 | ALGN |
Align Technology Inc
|
21 | $3,541 | |
| 8 | RMD |
Resmed Inc
|
18 | $3,507 |
All Filings in AVTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435 | 44 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $141 | 18 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $836 | 73 | Shares | Other | 2026-02-11 | |
| 2024-03-31 | $5,650 | 221 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $4,660 | 221 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,331 | 221 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,873 | 221 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||