Number of Shares
29,274
Previous 30,015 2.47%
Holding current value
$1 Billion
Previous $1.05 Billion 4.39%
% of portfolio
0.96%
Previous 0.98%

Shares

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

Apr 22, 2025

SELL
N/A
-741 Reduced 2.47%
29,274 $1 Billion
Q4 2024

Jan 24, 2025

BUY
N/A
30,015 New
30,015 $1.05 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.