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

Avantra Family Wealth, Inc.

  • $104 Billion
  • Q1 2025
Number of Shares
13,841
Previous 13,893 0.37%
Holding current value
$515 Million
Previous $520 Million 1.07%
% of portfolio
0.49%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Avantra Family Wealth, Inc. Portfolio

Follow Avantra Family Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantra Family Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantra Family Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email