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Fundamental Global shares owned by Aventura Private Wealth

Quarter-by-quarter ownership of Fundamental Global (FGNX) shares owned by Aventura Private Wealth from 13F filings

Historical chart of Aventura Private Wealth investment in Fundamental Global

Tip: Access up to 7 years of quarterly data

All positions including Fundamental Global held by Aventura Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Global by Aventura Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $495 180 2.75
2025-09-30 $988 180 5.49
2024-12-31 $3.9k 180 21.80

More positions owned by Aventura Private Wealth

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)
Neos S&p 500 High Income Etf Etf (SPYI)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Vanguard S&p 500 Etf Etf (VOO)
Mastercard Incorporated Cl A Stock (MA)
Eli Lilly & Co Stock (LLY)
Netflix Stock (NFLX)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Booking Holdings Stock (BKNG)
Exxon Mobil Corp Stock (XOM)

View all positions for Aventura Private Wealth

Top funds holding Fundamental Global

Citadel Advisors
Vanguard Group
Almitas Capital
Hudson Bay Capital Management
Everstar Asset Management
Cable Car Capital
Millennium Management
Rangeley Capital
UBS Group
Geode Capital Management
FNY Investment Advisers
CWA Asset Management
Tower Research Capital
BlackRock
DHJJ Financial Advisors

View all funds holding Fundamental Global