Avantra Family Wealth, Inc. FIRST TR EXCHNG TRADED FD VI Transaction History

Avantra Family Wealth, Inc.

  • $134 Billion
  • Q3 2025
Number of Shares
102,631
Previous 157,253 34.74%
Holding current value
$3.99 Billion
Previous $5.91 Billion 32.51%
% of portfolio
2.99%
Previous 4.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
N/A
-54,622 Reduced 34.74%
102,631 $3.99 Billion
Q2 2025

Jul 23, 2025
BUY
N/A
130,484 Added 487.44%
157,253 $5.91 Billion
Q1 2025

Apr 22, 2025
SELL
N/A
-281 Reduced 1.04%
26,769 $941 Million
Q4 2024

Jan 24, 2025
BUY
N/A
27,050 New
27,050 $974 Million
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