Avantra Family Wealth, Inc.
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1774744
MECHANICSBURG, PA
Position in SSNC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$322,784
-$632,385 QoQ
Shares Held
5,202
-63.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#493
of 719 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avantra Family Wealth, Inc. holds $2,646,031 across 5 Software - Application names. SSNC ranks #3 (12.2% of the industry book) .
All Filings in SSNC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,784 | 5,202 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $955,169 | 14,136 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,326,598 | 15,175 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,325,719 | 14,936 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,274,209 | 15,389 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,243,427 | 14,886 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $971,954 | 12,826 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||