Position in HOOD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$240,772
+$232,054 QoQ
Shares Held
2,401
+926.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,019
of 1,386 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Avior Wealth Management, LLC holds $11,837,487 across 6 Capital Markets names. HOOD ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,284 | $7,366,819 | |
| 2 | MS |
Morgan Stanley
|
9,031 | $1,887,840 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,829 | $1,460,541 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,942 | $547,022 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
25,131 | $334,493 | |
| 6 | HOOD |
Robinhood Markets, Inc.
This page
|
2,401 | $240,772 |
All Filings in HOOD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,772 | 2,401 | Shares | Sole | 2026-07-07 | |
| 2024-12-31 | $8,718 | 234 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,075 | 174 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||