Avior Wealth Management, LLC

Position in MCO — Moodys Corp /De/

CIK 1599868 OMAHA, NE

Position in MCO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$315,685

+$36,922 QoQ

Shares Held

697

+9.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,005

of 1,408 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avior Wealth Management, LLC holds $2,441,189 across 4 Financial Data & Stock Exchanges names. MCO ranks #2 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	12,847	$1,581,594
2	MCO	Moodys Corp /De/ This page	697	$315,685
3	COIN	Coinbase Global, Inc.	2,131	$311,530
4	FDS	Factset Research Systems Inc	1,010	$232,380

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,685	697	+9.1%	Shares	Sole	2026-07-07
2026-03-31	$278,763	639	+1836.4%	Shares	Sole	2026-04-09
2024-12-31	$15,621	33	-2.9%	Shares	Sole	2025-01-17
2024-09-30	$16,136	34	+6.2%	Shares	Sole	2024-11-08
2024-06-30	$13,469	32	-95.3%	Shares	Sole	2024-08-13
2024-03-31	$268,832	684	+7500.0%	Shares	Sole	2024-04-30
2023-12-31	$3,515	9	-25.0%	Shares	Sole	2024-01-30
2023-09-30	$3,794	12	0.0%	Shares	Sole	2023-10-17
2023-06-30	$4,172	12	0.0%	Shares	Sole	2023-07-19
2023-03-31	$3,672	12	+100.0%	Shares	Sole	2023-05-10
2022-12-31	$1,671	6	0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,458	6	0.0%	Shares	Sole	2022-10-26
2022-06-30	$1,631	6	0.0%	Shares	Sole	2022-08-10
2022-03-31	$2,024	6	0.0%	Shares	Sole	2022-05-13
2021-12-31	$2,343	6	0.0%	Shares	Sole	2022-02-14
2021-09-30	$2,130	6	0.0%	Shares	Sole	2021-11-02
2021-06-30	$2,174	6	0.0%	Shares	Sole	2021-07-27
2021-03-31	$1,791	6	0.0%	Shares	Sole	2021-05-11
2020-12-31	$1,741	6	0.0%	Shares	Sole	2021-02-09
2020-09-30	$1,739	6	0.0%	Shares	Sole	2020-10-20
2020-06-30	$1,648	6	0.0%	Shares	Sole	2020-07-02
2020-03-31	$1,269	6	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.