Avantra Family Wealth’s iShares S&P 100 ETF OEF Stock Holding History

Avantra Family Wealth’s Portfolio OEF Stock Details OEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.75M	Buy
2025 Q2	$1,000K	Buy
2025 Q1	$511K	Buy
2024 Q4	$487K	Buy