Number of Shares
133,762
Previous 127,365 5.02%
Holding current value
$3.53 Billion
Previous $3.13 Billion 12.86%
% of portfolio
0.78%
Previous 1.11%

Shares

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

Aug 07, 2025

BUY
N/A
6,397 Added 5.02%
133,762 $3.53 Billion
Q1 2025

May 09, 2025

BUY
N/A
13,676 Added 12.03%
127,365 $3.13 Billion
Q4 2024

Feb 03, 2025

BUY
N/A
113,689 New
113,689 $2.96 Billion
Track This Portfolio

Track Advyzon Investment Management, LLC Portfolio

Follow Advyzon Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advyzon Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advyzon Investment Management, LLC with notifications on news.