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Avantra Family Wealth, Inc. → C-PR
Avantra Family Wealth, Inc. C-PR Position History
C-PR
Quarters held
5
Latest value
$2.7M
Q3 2026
Peak value
$2.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q4 2025 | $2.6M |
| Q1 2026 | $2.5M |
| Q2 2026 | $2.9M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 20.7K | — | — |
| Q2 2026 | $2.9M | 20.9K | — | — |
| Q1 2026 | $2.5M | 22.3K | — | — |
| Q4 2025 | $2.6M | 21.9K | — | — |
| Q3 2025 | $2.2M | 22.0K | — | — |