Position in AVTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$554
-$1,617 QoQ
Shares Held
56
-67.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#430
of 454 holders
Holding Since
Sep 2025
2 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, 2026JPL Wealth Management, LLC holds $119,573 across 25 Medical Instruments & Supplies names. AVTR ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
242 | $47,160 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
78 | $31,018 | |
| 3 | NVST |
Envista Holdings Corp
|
314 | $8,273 | |
| 4 | BDX |
Becton Dickinson & Co
|
49 | $7,414 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
20 | $7,180 | |
| 6 | COO |
Cooper Companies, Inc.
|
61 | $4,374 | |
| 7 | UTMD |
Utah Medical Products Inc
|
46 | $3,173 | |
| 8 | ATR |
Aptargroup, Inc.
|
19 | $2,378 |
All Filings in AVTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554 | 56 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $2,171 | 174 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||