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Aspireon Wealth Advisors

SEC CIK
0001719203
Latest filing
May 23, 2023

FTAI holding history

FTAI Aviation Ltd. in every 13F filed by Aspireon Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FTAI overviewAll 13F holders of FTAIFull Q1 2023 holdings

Shares (Q1 2023)
71,205
Value
$1.99M
% of portfolio
1.1%
Quarters held
9
Since Q1 2021
Holdings of FTAI by Aspireon Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202371,205$1.99M1.1%+15,060+26.8%AddedHolders
Q4 202256,145$1.00M0.5%−58,296−50.9%ReducedHolders
Q3 2022114,441$1.72M0.8%−532−0.5%ReducedHolders
Q2 2022114,973$2.23M1.0%−8,957−7.2%ReducedHolders
Q1 2022123,930$3.19M1.2%−13,629−9.9%ReducedHolders
Q4 2021137,559$3.98M1.9%+99,433+260.8%AddedHolders
Q3 202138,126$969.0K0.7%+564+1.5%AddedHolders
Q2 202137,562$1.26M0.8%+2,562+7.3%AddedHolders
Q1 202135,000$1.00M0.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.