AFW
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Avantra Family Wealth’s Salesforce CRM Stock Holding History

Avantra Family Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,459
Closed -$392K – 136
2025
Q1 		$392K Buy
1,459
+741
+103% +$199K 0.38% 94
2024
Q4 		$240K Buy
+718
New +$240K 0.22% 132