Advyzon Investment Management, LLC LISTED FDS TR Transaction History

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025
Number of Shares
7,923
Previous 9,055 12.5%
Holding current value
$439 Million
Previous $415 Million 5.83%
% of portfolio
0.1%
Previous 0.15%

Shares

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

Aug 07, 2025
SELL
N/A
-1,132 Reduced 12.5%
7,923 $439 Million
Q1 2025

May 09, 2025
SELL
N/A
-5,991 Reduced 39.82%
9,055 $415 Million
Q4 2024

Feb 03, 2025
BUY
N/A
15,046 New
15,046 $819 Million
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