Avantra Family Wealth, Inc. Options Holdings

Avantra Family Wealth, Inc.

  • $121 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $121 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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