Principia Wealth Advisory, LLC ADVERUM BIOTECHNOLOGIES INC COM NEW Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025
Number of Shares
2,029,116
Previous 1,696,815 19.58%
Holding current value
$4.37 Billion
Previous $6.07 Billion 28.12%
% of portfolio
3.7%
Previous 5.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
332,301 Added 19.58%
2,029,116 $4.37 Billion
Q1 2025

Apr 11, 2025
BUY
N/A
366,155 Added 27.52%
1,696,815 $6.07 Billion
Q4 2024

Apr 11, 2025
BUY
N/A
1,330,660 New
1,330,660 $6.21 Billion
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