Back to FTAIM
Avantra Family Wealth, Inc. → FTAIM
Avantra Family Wealth, Inc. FTAIM Position History
FTAIM
Quarters held
5
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q4 2025 | $1.8M |
| Q1 2026 | $1.8M |
| Q2 2026 | $1.9M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 44.4K | — | — |
| Q2 2026 | $1.9M | 43.4K | — | — |
| Q1 2026 | $1.8M | 43.2K | — | — |
| Q4 2025 | $1.8M | 43.0K | — | — |
| Q3 2025 | $1.7M | 42.3K | — | — |
Other funds holding FTAIM
$834.2M
$834.2M
$737M
$252.5M
$234.9M
$220.7M
$210.3M