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Avantra Family Wealth’s SS&C Technologies SSNC Stock Holding History

Avantra Family Wealth’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.27M Buy
15,389
+503
+3% +$41.6K 1.05% 21
2025
Q1 		$1.24M Buy
14,886
+2,060
+16% +$172K 1.19% 13
2024
Q4 		$972K Buy
+12,826
New +$972K 0.91% 29