Skip to main content

Aventura Private Wealth, LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 2074418 AVENTURA, FL

Position in WPM

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$38,525
-$1,826 QoQ
Shares Held
343
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#755
of 849 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WPM Over Time

Shares Held

Position Value (USD)

Position in Gold

Basic Materials · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $675,155 across 19 Gold names. WPM ranks #9 (5.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WPM

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $38,525 343
2026-03-31 $40,351 308
2025-12-31 $33,845 288
2025-06-30 $3,502 39
2025-03-31 $3,027 39
2024-12-31 $2,193 39