AVAII WEALTH MANAGEMENT, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Appleton, WI
CIK
0001904431
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 142 132,090 13F-HR 10/24/2023 000195175723000598 AVAII WEALTH MANAGEMENT, LLC
Q2 2023 140 130,220 13F-HR 7/31/2023 000195175723000456 AVAII WEALTH MANAGEMENT, LLC
Q1 2023 125 114,747 13F-HR 4/10/2023 000195175723000126 AVAII WEALTH MANAGEMENT, LLC
Q4 2022 122 111,891 13F-HR 1/25/2023 000195175723000063 AVAII WEALTH MANAGEMENT, LLC
Q3 2022 109 96,259 13F-HR 11/14/2022 000195175722000019 AVAII WEALTH MANAGEMENT, LLC
Q2 2022 103 93,507 13F-HR 8/12/2022 000190443122000003 AVAII WEALTH MANAGEMENT, LLC
Q1 2022 113 108,181 13F-HR 4/13/2022 000190443122000002 AVAII WEALTH MANAGEMENT, LLC
Q4 2021 97 99,763 13F-HR 2/14/2022 000190443122000001 AVAII WEALTH MANAGEMENT, LLC