Avantra Family Wealth, Inc. Purchases in Q2 2025

Avantra Family Wealth, Inc.

  • $121 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
93.1K
New
$46.04 - $53.67 $4.29M - $5M
93.1K $5B
First Tr Exchng Traded Fd Vi
128K
New
N/A
128K $5B
First Tr Exchng Traded Fd Vi
130K
+ 487.44%
N/A
157K $5.91B
First Tr Exchng Traded Fd Vi
191K
New
N/A
191K $4.49B
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
157K
New
$21.49 - $24.4 $3.37M - $3.82M
157K $3.82B
NVDA
Nvidia Corp

Technology
649
+ 2.06%
$94.31 - $157.99 $61.2K - $103K
32.2K $5.09B
BAX
Baxter International Inc

Healthcare
31.2K
New
$27.8 - $34.02 $869K - $1.06M
31.2K $946M
AVGO
Broadcom Inc.

Technology
314
+ 4.39%
$146.29 - $275.65 $45.9K - $86.6K
7.46K $2.06B
Blackrock ETF Trust
16K
New
N/A
16K $569M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.46K
+ 44.11%
$141.37 - $228.57 $206K - $333K
4.77K $1.08B
OEF
Ishares S&P 100 ETF

ETFs
1.4K
+ 73.99%
N/A
3.29K $1B
NFLX
Netflix Inc

Communication Services
29
+ 2.7%
$855.86 - $1339.13 $24.8K - $38.8K
1.1K $1.48B
AMZN
Amazon Com Inc

Consumer Cyclical
475
+ 3.8%
$167.32 - $223.3 $79.5K - $106K
13K $2.85B
META
Meta Platforms, Inc.

Communication Services
168
+ 7.96%
$484.66 - $738.09 $81.4K - $124K
2.28K $1.68B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.53K
New
$97.29 - $105.63 $441K - $479K
4.53K $460M
C
Citigroup Inc

Financial Services
1.53K
+ 7.55%
$58.13 - $85.12 $88.9K - $130K
21.8K $1.85B
CDW
Cdw Corp

Technology
2.15K
New
$144.49 - $190.68 $310K - $410K
2.15K $384M
WFC
Wells Fargo & Company

Financial Services
1.44K
+ 4.7%
$60.98 - $80.12 $87.7K - $115K
32.1K $2.57B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7K
New
$50.09 - $51.09 $351K - $358K
7K $358M
IEMG
Ishares Inc

ETFs
5.21K
+ 111.18%
N/A
9.9K $594M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.63K
New
$49.79 - $50.75 $330K - $337K
6.63K $337M
TT
Trane Technologies PLC

Industrials
699
New
$315.21 - $437.41 $220K - $306K
699 $306M
BSX
Boston Scientific Corp

Healthcare
2.61K
New
$89.7 - $107.41 $234K - $280K
2.61K $280M
FDX
Fedex Corp

Industrials
1.2K
New
$198.07 - $245.17 $238K - $295K
1.2K $273M
ALLE
Allegion PLC

Industrials
1.82K
New
$118.52 - $145.64 $216K - $266K
1.82K $263M
FNDF
Schwab Fundamental Intl Large

ETFs
6.5K
New
$32.25 - $40.02 $209K - $260K
6.5K $260M
CSX
Csx Corp

Industrials
7.02K
New
$26.69 - $32.91 $187K - $231K
7.02K $229M
LHX
L3 Harris Technologies, Inc.

Industrials
117
+ 2.53%
$200.21 - $256.99 $23.4K - $30.1K
4.74K $1.19B
IWF
Ishares Russell 1000 Gr ETF

ETFs
494
New
$320.42 - $424.58 $158K - $210K
494 $210M
MPC
Marathon Petroleum Corp

Energy
141
+ 1.61%
$118.55 - $170.08 $16.7K - $24K
8.89K $1.48B
ORCL
Oracle Corp

Technology
1
+ 0.04%
$122.82 - $218.63 $123 - $219
2.47K $540M
JPM
Jpmorgan Chase & CO

Financial Services
63
+ 1.62%
$210.28 - $289.91 $13.2K - $18.3K
3.96K $1.15B
GE
General Electric CO

Industrials
57
+ 2.03%
$166.81 - $257.39 $9.51K - $14.7K
2.87K $739M
First Tr Exchng Traded Fd Vi
1.29K
+ 3.14%
N/A
42.2K $1.63B
INTU
Intuit Inc

Technology
18
+ 2.37%
$544.07 - $787.63 $9.79K - $14.2K
779 $614M
QJUN
First Tr ETF
1.7K
+ 5.97%
$24.35 - $29.57 $41.4K - $50.3K
30.2K $894M
CVS
Cvs Health Corp

Healthcare
1.56K
+ 9.73%
$60.04 - $70.18 $93.4K - $109K
17.5K $1.21B
Labcorp Holdings Inc
17
+ 0.52%
N/A
3.27K $859M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.97K
+ 44.53%
$50.56 - $59.57 $99.6K - $117K
6.39K $331M
FIS
Fidelity National Information Services, Inc.

Technology
228
+ 2.24%
$68.14 - $82.13 $15.5K - $18.7K
10.4K $846M
TDG
Trans Digm Group Inc

Industrials
32
+ 15.09%
$1231.75 - $1520.64 $39.4K - $48.7K
244 $371M
WMT
Walmart Inc.

Consumer Defensive
320
+ 7.14%
$81.79 - $99.98 $26.2K - $32K
4.8K $469M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
45
+ 0.37%
$71.28 - $83.74 $3.21K - $3.77K
12.1K $1.02B
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
351
+ 2.9%
$38.96 - $44.84 $13.7K - $15.7K
12.4K $558M
IGRO
Ishares Tr International Divid

ETFs
94
+ 1.67%
$66.32 - $80.17 $6.23K - $7.54K
5.71K $451M
First Tr Exchng Traded Fd Vi
205
+ 1.47%
N/A
14.1K $550M
PCG
Pg&E Corp

Utilities
7.86K
+ 33.27%
$13.55 - $17.87 $106K - $140K
31.5K $439M
SSNC
Ss&C Technologies Holdings Inc

Technology
503
+ 3.38%
$71.96 - $83.42 $36.2K - $42K
15.4K $1.27B
First Tr Exchng Traded Fd Vi
112
+ 0.81%
N/A
14K $543M
Activity Summary
Buys All Purchases 68 New Holdings 18 Increased Positions 50 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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