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

Avantra Family Wealth, Inc.

  • $121 Billion
  • Q2 2025
Number of Shares
13,953
Previous 13,841 0.81%
Holding current value
$543 Million
Previous $515 Million 5.55%
% of portfolio
0.45%
Previous 0.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
112 Added 0.81%
13,953 $543 Million
Q1 2025

Apr 22, 2025
SELL
N/A
-52 Reduced 0.37%
13,841 $515 Million
Q4 2024

Jan 24, 2025
BUY
N/A
13,893 New
13,893 $520 Million
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