Principia Wealth Advisory, LLC ADVM Holdings History
Number of Shares
1.70 Mil
Current Holdings Value*
$6.07 Mil
% of Portfolio
5.82%
Total Estimate Gain
$-6.08 Mil
% of Total Estimate Gain
-57.29%
Principia Wealth Advisory, LLC's Adverum Biotechnologies Inc Holding Summary
As of 2025-03-31, Principia Wealth Advisory, LLC held 1.70 Mil shares of Adverum Biotechnologies Inc(ADVM), totaling $6.07 Mil. This investment constitutes 5.82% of their stock portfolio, and Principia Wealth Advisory, LLC now holds 8.16% of the outstanding Adverum Biotechnologies Inc(ADVM) stock.
The initial trade took place in 2024Q4. And since then Principia Wealth Advisory, LLC has made 1 purchases of ADVM, at an average price of $6.25, for a total of 1.70 Mil shares. Based on historical transaction data and ADVM's current price of $2.67, Principia Wealth Advisory, LLC's estimated gain on his ADVM holdings is $-6.08 Mil, reflecting a -57.29% gain to date.
Principia Wealth Advisory, LLC ADVM ($2.67) Holding Chart
Principia Wealth Advisory, LLC ADVM ($2.67) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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