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

Avantra Family Wealth, Inc.

  • $121 Billion
  • Q2 2025
Number of Shares
14,107
Previous 13,902 1.47%
Holding current value
$550 Million
Previous $511 Million 7.6%
% of portfolio
0.45%
Previous 0.49%

Shares

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

Jul 23, 2025
BUY
N/A
205 Added 1.47%
14,107 $550 Million
Q1 2025

Apr 22, 2025
SELL
N/A
-27 Reduced 0.19%
13,902 $511 Million
Q4 2024

Jan 24, 2025
BUY
N/A
13,929 New
13,929 $520 Million
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