Advyzon Investment Management, LLC PROFESIONALLY MANAGED PORTFO Transaction History

Advyzon Investment Management, LLC

  • $283 Billion
  • Q1 2025
Number of Shares
17,070
Previous 13,974 22.16%
Holding current value
$543 Million
Previous $474 Million 14.46%
% of portfolio
0.19%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
N/A
3,096 Added 22.16%
17,070 $543 Million
Q4 2024

Feb 03, 2025
BUY
N/A
13,974 New
13,974 $474 Million
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