Avantra Family Wealth, Inc. Purchases and Sells in Q1 2025

Avantra Family Wealth, Inc.

$104 Billion
Q1 2025

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVS	4.7K + 41.71%	$44.22 - $68.64 $208K - $323K	16K $1.08B
SONY	10.2K + 45.19%	$19.88 - $25.64 $202K - $261K	32.6K $829M
FIRST TR EXCHNG TRADED FD VI	18.4K + 90.84%	N/A	38.7K $757M
HON	1.62K + 138.13%	$202.75 - $226.52 $329K - $368K	2.8K $592M
BP	5.59K + 22.7%	$29.93 - $35.31 $167K - $197K	30.2K $1.02B
CAH	936 + 12.56%	$118.02 - $137.77 $110K - $129K	8.39K $1.16B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QLTA	21.2K New	$46.18 - $47.84 $977K - $1.01M	21.2K $1.01B
KHC	21.7K New	$28.51 - $32.22 $617K - $698K	21.7K $659M
HES	3.75K New	$135.42 - $160.52 $507K - $601K	3.75K $598M
DG	6.09K New	$68.44 - $87.93 $417K - $536K	6.09K $536M
DIS	4.38K New	$96.87 - $114.0 $424K - $499K	4.38K $432M
HYGW	13.2K New	N/A	13.2K $414M

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-433 - 1.56%	$209.68 - $247.1 $90.8K - $107K	27.4K $6.08B
LDOS	-2.26K - 36.24%	$126.82 - $161.11 $287K - $364K	3.98K $537M
GOOGL	-464 - 5.55%	$154.33 - $206.19 $71.6K - $95.7K	7.9K $1.22B
GM	-4.87K - 24.86%	$45.22 - $54.92 $220K - $267K	14.7K $692M
INTU	-422 - 35.67%	$555.63 - $630.23 $234K - $266K	761 $467M
MA	-336 - 39.02%	$504.67 - $576.31 $170K - $194K	525 $288M

Activity Summary All Purchases 74 New Holdings 19 Increased Positions 55 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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