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Avantra Family Wealth, Inc. → META

Avantra Family Wealth, Inc. META Position History

Meta Platforms, Inc. • Technology

Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2M
Q4 2025$1.8M
Q1 2026$1.6M
Q2 2026$2.2M
Q3 2026$2.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.1M2.9K——
Q2 2026$2.2M3.9K——
Q1 2026$1.6M2.9K——
Q4 2025$1.8M2.7K——
Q3 2025$2M2.7K——

Other funds holding META

Other Avantra Family Wealth, Inc. positions

AAPL

APPLE INC

$11.3M
AAPL

APPLE INC

$9M
MSFT

MICROSOFT CORP

$8.4M
AAPL

APPLE INC

$7.8M
AAPL

APPLE INC

$7.6M
NVDA

NVIDIA CORPORATION

$7.6M
AAPL

APPLE INC

$7.2M
AMZN

AMAZON COM INC

$6.9M