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MRGN STNLY PTHWY LRG Cap Eqty ETF shares owned by Aventura Private Wealth

Quarter-by-quarter ownership of MRGN STNLY PTHWY LRG Cap Eqty ETF (MSLC) shares owned by Aventura Private Wealth from 13F filings

Historical chart of Aventura Private Wealth investment in MRGN STNLY PTHWY LRG Cap Eqty ETF

Tip: Access up to 7 years of quarterly data

All positions including MRGN STNLY PTHWY LRG Cap Eqty ETF held by Aventura Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MRGN STNLY PTHWY LRG Cap Eqty ETF by Aventura Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $70k 1.3k 54.39

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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)
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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 MRGN STNLY PTHWY LRG Cap Eqty ETF

Brian McDonald
Susquehanna International
Jane Street
LPL Financial
Raymond James Financial
Rockefeller Capital Management
Savant Capital Management
Northwestern Mutual Wealth Management Company
Arkadios Wealth Advisors
HB Wealth Management
Aventura Private Wealth
Royal Bank of Canada
Wells Fargo & Company
Advisor Group Holdings
Sontag Advisory

View all funds holding MRGN STNLY PTHWY LRG Cap Eqty ETF