Avantax Advisory Services, Inc. Innovator U.S. Equity Buffer E Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 7,015 shares of BOCT stock, worth $305,082. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,015
Previous 7,015 -0.0%
Holding current value
$305,082
Previous $291,000 2.06%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024
SELL
$34.44 - $38.52 $34,853 - $38,982
-1,012 Reduced 12.61%
7,015 $269,000
Q3 2023

Nov 07, 2023
SELL
$35.34 - $37.21 $16,256 - $17,116
-460 Reduced 5.42%
8,027 $284,000
Q1 2023

Apr 28, 2023
BUY
$31.53 - $33.96 $19,233 - $20,715
610 Added 7.74%
8,487 $286,000
Q4 2022

Feb 13, 2023
BUY
$29.74 - $32.8 $234,261 - $258,365
7,877 New
7,877 $250,000
Q4 2021

Jan 24, 2022
BUY
$32.57 - $34.62 $214,278 - $227,764
6,579 New
6,579 $227,000
Q4 2020

Jan 22, 2021
SELL
$27.24 - $30.07 $538,752 - $594,724
-19,778 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
$25.91 - $27.89 $512,447 - $551,608
19,778 New
19,778 $552,000

Others Institutions Holding BOCT

# of Institutions
89
Shares Held
3.62M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BOCT Quotes by TradingView
  • Ticker BOCT
  • Sector ETFs
  • Industry ETFs
More about BOCT
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email