Avantra Family Wealth, Inc. Purchases and Sells in Q3 2025

Avantra Family Wealth, Inc.

$134 Billion
Q3 2025

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	5.92K + 485.8%	$194.44 - $206.51 $1.15M - $1.22M	7.14K $1.47B
AMZN	4.68K + 36.06%	$211.65 - $238.24 $991K - $1.11M	17.7K $3.88B
BP	28.4K + 351.85%	$30.25 - $35.69 $860K - $1.02M	36.5K $1.26B
OEF	1.97K + 60.06%	N/A	5.26K $1.75B
FCNCA	414 + 325.98%	$1789.16 - $2158.23 $741K - $894K	541 $968M
EFV	7.37K + 63.01%	$62.79 - $68.42 $463K - $504K	19.1K $1.29B

New Holdings

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	13.7K New	$108.97 - $121.65 $1.49M - $1.66M	13.7K $1.65B
DYNF	26.6K New	$54.35 - $59.32 $1.44M - $1.58M	26.6K $1.57B
IVV	2.3K New	$620.67 - $670.08 $1.43M - $1.54M	2.3K $1.54B
QUAL	7.67K New	$182.33 - $194.5 $1.4M - $1.49M	7.67K $1.49B
GOOG	4.23K New	$175.16 - $255.24 $741K - $1.08M	4.23K $1.03B
BDX	4.64K New	$172.41 - $199.66 $800K - $927K	4.64K $869M

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIRST TR EXCHNG TRADED FD VI	-122K - 95.82%	N/A	5.34K $216M
FIRST TR EXCHNG TRADED FD VI	-118K - 61.71%	N/A	73.2K $1.79B
YSEP	-102K - 65.2%	$23.97 - $25.5 $2.45M - $2.6M	54.5K $1.39B
FIRST TR EXCHNG TRADED FD VI	-54.6K - 34.74%	N/A	103K $3.99B
FJUN	-27.3K - 29.36%	$53.62 - $55.95 $1.47M - $1.53M	65.8K $3.68B
IUSB	-26.7K - 62.89%	$45.6 - $46.92 $1.22M - $1.25M	15.7K $735M

Activity Summary All Purchases 98 New Holdings 46 Increased Positions 52 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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