Number of Shares
16,978
Previous 17,299 1.86%
Holding current value
$550 Million
Previous $527 Million 4.26%
% of portfolio
0.09%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
N/A
-321 Reduced 1.86%
16,978 $550 Million
Q2 2025

Aug 07, 2025

SELL
N/A
-17,879 Reduced 50.82%
17,299 $527 Million
Q1 2025

May 09, 2025

BUY
N/A
25,633 Added 268.55%
35,178 $820 Million
Q4 2024

Feb 03, 2025

BUY
N/A
9,545 New
9,545 $1.01 Billion
Track This Portfolio

Track Advyzon Investment Management, LLC Portfolio

Follow Advyzon Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advyzon Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advyzon Investment Management, LLC with notifications on news.