Position in PEN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,473
-$139 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#400
of 444 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Aventura Private Wealth, LLC holds $1,716,009 across 12 Medical Devices names. PEN ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
2,231 | $702,408 | |
| 2 | BSX |
Boston Scientific Corp
|
8,498 | $362,694 | |
| 3 | MDT |
Medtronic plc
|
4,120 | $322,307 | |
| 4 | ABT |
Abbott Laboratories
|
2,899 | $263,055 | |
| 5 | DXCM |
Dexcom Inc
|
397 | $26,737 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
367 | $23,491 | |
| 7 | EW |
Edwards Lifesciences Corp
|
84 | $7,598 | |
| 8 | PEN |
Penumbra Inc
This page
|
11 | $3,473 |
All Filings in PEN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,473 | 11 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,612 | 11 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,420 | 11 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,786 | 11 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $2,822 | 11 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $2,941 | 11 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $2,612 | 11 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||