Avantra Family Wealth, Inc. Purchases and Sells in Q2 2025

Avantra Family Wealth, Inc.

$121 Billion
Q2 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIRST TR EXCHNG TRADED FD VI	130K + 487.44%	N/A	157K $5.91B
NVDA	649 + 2.06%	$94.31 - $157.99 $61.2K - $103K	32.2K $5.09B
AVGO	314 + 4.39%	$146.29 - $275.65 $45.9K - $86.6K	7.46K $2.06B
TSM	1.46K + 44.11%	$141.37 - $228.57 $206K - $333K	4.77K $1.08B
OEF	1.4K + 73.99%	N/A	3.29K $1B
NFLX	29 + 2.7%	$855.86 - $1339.13 $24.8K - $38.8K	1.1K $1.48B

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FJUN	93.1K New	$46.04 - $53.67 $4.29M - $5M	93.1K $5B
FIRST TR EXCHNG TRADED FD VI	128K New	N/A	128K $5B
FIRST TR EXCHNG TRADED FD VI	191K New	N/A	191K $4.49B
YSEP	157K New	$21.49 - $24.4 $3.37M - $3.82M	157K $3.82B
BAX	31.2K New	$27.8 - $34.02 $869K - $1.06M	31.2K $946M
BLACKROCK ETF TRUST	16K New	N/A	16K $569M

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FCNCA	-480 - 79.08%	$1561.69 - $1966.55 $750K - $944K	127 $248M
BP	-22.1K - 73.25%	$26.11 - $33.81 $578K - $748K	8.08K $242M
COWZ	-13.2K - 65.06%	$47.46 - $55.3 $625K - $728K	7.07K $389M
DGRO	-7.47K - 42.84%	$55.22 - $63.94 $412K - $477K	9.96K $637M
IVE	-2.27K - 65.03%	$168.34 - $195.42 $381K - $443K	1.22K $238M
EFV	-7.34K - 38.57%	$52.4 - $64.65 $385K - $475K	11.7K $742M

Activity Summary All Purchases 68 New Holdings 18 Increased Positions 50 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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