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Andrew Armstrong

@Aveo Capital Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$941.442MTotal holdings339
Assets growth rate6.77%Assets growth rate (2-Q avg)1.44%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Aveo Capital Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 339 positions.

Assets under management

The assets under management (AUM) of Aveo Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 941.442M in assets, with a quarterly growth rate of 6.77% and a 2-quarter average growth rate of 1.44%. The portfolio is managed by Andrew Armstrong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IAIIshares Tr
Recent Activity
New Position
0.04%
$369,739
2,876 shares@ $128.57 avg price
BTALAgf Invts Tr
Recent Activity
New Position
0.04%
$365,814
18,664 shares@ $19.6 avg price
ZROZPimco Etf Tr
Recent Activity
New Position
0.04%
$355,776
4,317 shares@ $82.42 avg price
BSCVInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.04%
$309,962
18,594 shares@ $16.68 avg price
BSCUInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.04%
$309,829
18,279 shares@ $16.95 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.04%
$309,517
15,824 shares@ $19.56 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.04%
$309,017
15,030 shares@ $20.57 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.04%
$308,934
15,666 shares@ $19.73 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.04%
$308,729
16,413 shares@ $18.82 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.04%
$308,635
14,946 shares@ $20.66 avg price