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

Avantra Family Wealth, Inc.

  • $121 Billion
  • Q2 2025
Number of Shares
42,235
Previous 40,950 3.14%
Holding current value
$1.63 Billion
Previous $1.47 Billion 11.0%
% of portfolio
1.35%
Previous 1.41%

Shares

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

Jul 23, 2025
BUY
N/A
1,285 Added 3.14%
42,235 $1.63 Billion
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
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