Position in CI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$54,308
+$1,759 QoQ
Shares Held
197
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,439
of 1,679 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Aventura Private Wealth, LLC holds $2,616,637 across 6 Healthcare Plans names. CI ranks #3 (2.1% of the industry book) .
All Filings in CI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,308 | 197 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $52,549 | 197 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $348,991 | 1,268 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $365,501 | 1,268 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $412,563 | 1,248 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $406,973 | 1,237 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $341,585 | 1,237 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||