Number of Shares
195,835
Previous 192,372 1.8%
Holding current value
$7.09 Billion
Previous $7.7 Billion 7.92%
% of portfolio
0.56%
Previous 0.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025

BUY
N/A
3,463 Added 1.8%
195,835 $7.09 Billion
Q4 2024

Feb 10, 2025

BUY
N/A
192,372 New
192,372 $7.7 Billion
Track This Portfolio

Track Avalon Trust CO Portfolio

Follow Avalon Trust CO 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 Avalon Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Avalon Trust CO with notifications on news.