Question 1

What stocks does AVANTRA FAMILY WEALTH INC hold in its portfolio?

Accepted Answer

AVANTRA FAMILY WEALTH INC's top stock holdings include AAPL, GJUN, FJUN and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are AVANTRA FAMILY WEALTH INC's largest stock holdings?

Accepted Answer

AVANTRA FAMILY WEALTH INC's largest stock holdings as of their last filing include AAPL (valued at approximately $9.0 million), GJUN (valued at approximately $4.5 million), FJUN (valued at approximately $4.1 million), NVDA (valued at approximately $6.5 million), AMZN (valued at approximately $4.7 million).

Question 3

When was AVANTRA FAMILY WEALTH INC's last SEC filing?

Accepted Answer

AVANTRA FAMILY WEALTH INC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has AVANTRA FAMILY WEALTH INC recently bought or sold?

Accepted Answer

AVANTRA FAMILY WEALTH INC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has AVANTRA FAMILY WEALTH INC reported?

Accepted Answer

AVANTRA FAMILY WEALTH INC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does AVANTRA FAMILY WEALTH INC invest in?

Accepted Answer

AVANTRA FAMILY WEALTH INC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.