Advyzon Investment Management, LLC PROFESIONALLY MANAGED PORTFO Transaction History

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025
Number of Shares
17,065
Previous 17,070 0.03%
Holding current value
$626 Million
Previous $543 Million 15.24%
% of portfolio
0.14%
Previous 0.19%

Shares

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

Aug 07, 2025
SELL
N/A
-5 Reduced 0.03%
17,065 $626 Million
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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