Avantra Family Wealth, Inc.
Position in WPM — Wheaton Precious Metals Corp.
CIK 1774744
MECHANICSBURG, PA
Position in WPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$357,851
New position
Shares Held
3,186
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#586
of 849 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Jun 30, 2026Avantra Family Wealth, Inc. holds $357,851 across 1 Gold name. WPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
3,186 | $357,851 |
All Filings in WPM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,851 | 3,186 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||