Number of Shares
38,718
Previous 20,288 90.84%
Holding current value
$757 Million
Previous $410 Million 84.79%
% of portfolio
0.73%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025

BUY
N/A
18,430 Added 90.84%
38,718 $757 Million
Q4 2024

Jan 24, 2025

BUY
N/A
20,288 New
20,288 $410 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.