Avantra Family Wealth, Inc.'s ownership history for YSEP

Avantra Family Wealth, Inc. currently holds 56.6K shares with a market value of $1.5M. It started holding YSEP on 2025-06-30. At its peak, it held 156.7K shares on 2025-06-30. Its highest holding value was $3.8M on 2025-06-30. At its lowest, it held 54.5K shares on 2025-09-30, with a value of $1.4M on 2025-09-30. In the recent 180 days, Avantra Family Wealth, Inc. has increased its shares by 2.1K.