Avantra Family Wealth, Inc.CoreConcentrated trader

CIK: 0001774744 | MECHANICSBURG, PA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	162	$167.1M	2026-10-20	SEC ↗
Q2 2026	13F-HR	165	$156.7M	2026-07-29	SEC ↗
Q1 2026	13F-HR	158	$134.4M	2026-04-22	SEC ↗
Q4 2025	13F-HR	157	$137.9M	2026-01-21	SEC ↗
Q3 2025	13F-HR	161	$133.6M	2025-10-28	SEC ↗
Q2 2025	13F-HR	131	$121.1M	2025-07-23	SEC ↗
Q1 2025	13F-HR	149	$104.2M	2025-04-22	SEC ↗
Q4 2024	13F-HR	152	$107.0M	2025-01-24	SEC ↗