Avantra Family Wealth, Inc. quarter change: Foreign Options, Reduced
In put and call options, at their filed underlying value (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Avantra Family Wealth, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1774744): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Tsai Capital Corp | United States | $0.134B | 19 |
| Harpswell Capital Advisors, LLC | United States | $0.134B | 36 |
| Spear Advisors LLC | United States | $0.134B | 26 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | Poland | $0.134B | 80 |
| WILLNER & HELLER, LLC | United States | $0.134B | 161 |
| Somerset Group LLC | United States | $0.135B | 59 |
| Capelight Capital Asset Management LP | United States | $0.134B | 33 |
| Joel Adams & Associates, Inc. | United States | $0.135B | 64 |
| Saber Capital Managment, LLC | United States | $0.135B | 34 |
| Seneschal Advisors, LLC | United States | $0.135B | 664 |