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

Avantra Family Wealth, Inc.

  • $104 Billion
  • Q1 2025
Number of Shares
40,950
Previous 41,174 0.54%
Holding current value
$1.47 Billion
Previous $1.51 Billion 2.49%
% of portfolio
1.41%
Previous 1.41%

Shares

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

Apr 22, 2025
SELL
N/A
-224 Reduced 0.54%
40,950 $1.47 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
41,174 New
41,174 $1.51 Billion
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