Advyzon Investment Management, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025
Number of Shares
48,263
Previous 43,615 10.66%
Holding current value
$768 Million
Previous $617 Million 24.51%
% of portfolio
0.17%
Previous 0.22%

Shares

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

Aug 07, 2025
BUY
N/A
4,648 Added 10.66%
48,263 $768 Million
Q1 2025

May 09, 2025
SELL
N/A
-1,300 Reduced 2.89%
43,615 $617 Million
Q4 2024

Feb 03, 2025
BUY
N/A
44,915 New
44,915 $591 Million
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