Avantax Advisory Services, Inc. Jpmorgan Chase & CO Alerian Ml Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$22.87 - $24.87 $1,463 - $1,591	-64 Reduced 0.65%	9,800 $242,000
Q1 2023 Apr 28, 2023	BUY	$20.96 - $23.77 $4,338 - $4,920	207 Added 2.14%	9,864 $218,000
Q4 2022 Feb 13, 2023	BUY	$21.04 - $23.04 $203,183 - $222,497	9,657 New	9,657 $210,000
Q2 2022 Aug 02, 2022	SELL	N/A	-10,718 Closed	0 $0
Q3 2021 Oct 21, 2021	SELL	N/A	-60 Reduced 0.56%	10,718 $195,000
Q2 2021 Jul 29, 2021	SELL	N/A	-70 Reduced 0.65%	10,778 $212,000
Q4 2020 Jan 22, 2021	SELL	N/A	-3,722 Reduced 25.55%	10,848 $149,000
Q3 2020 Oct 14, 2020	BUY	N/A	1,680 Added 13.03%	14,570 $157,000
Q2 2020 Aug 06, 2020	BUY	N/A	12,890 New	12,890 $170,000
Q1 2020 Apr 30, 2020	SELL	N/A	-17,171 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	N/A	1,859 Added 12.14%	17,171 $373,000
Q3 2019 Nov 08, 2019	BUY	N/A	1,202 Added 8.52%	15,312 $356,000
Q2 2019 Aug 06, 2019	BUY	N/A	1,190 Added 9.21%	14,110 $354,000
Q1 2019 May 13, 2019	BUY	N/A	12,920 New	12,920 $330,000

Others Institutions Holding AMJ

# of Institutions

15

Shares Held

662K

Call Options Held

200

Put Options Held

0

About JPMORGAN CHASE & CO ALERIAN ML

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