Position in WTW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,306
-$147 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#648
of 687 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Aventura Private Wealth, LLC holds $430,397 across 6 Insurance Brokers names. WTW ranks #5 (0.3% of the industry book) .
All Filings in WTW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,306 | 5 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,453 | 5 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,643 | 5 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,727 | 5 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $1,532 | 5 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||