Avantax Advisory Services, Inc. Legg Mason ETF Invt Tr Clearbr Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$45.78 - $52.4 $3,708 - $4,244	-81 Reduced 0.32%	25,139 $1.31 Million
Q4 2023 Feb 07, 2024	SELL	$39.3 - $47.31 $57,181 - $68,836	-1,455 Reduced 5.45%	25,220 $1.19 Million
Q3 2023 Nov 07, 2023	SELL	$40.24 - $43.99 $614,907 - $672,211	-15,281 Reduced 36.42%	26,675 $1.09 Million
Q2 2023 Aug 11, 2023	SELL	$36.62 - $42.17 $803,186 - $924,914	-21,933 Reduced 34.33%	41,956 $1.77 Million
Q1 2023 Apr 28, 2023	BUY	$32.77 - $37.92 $119,381 - $138,142	3,643 Added 6.05%	63,889 $2.41 Million
Q4 2022 Feb 13, 2023	SELL	$32.33 - $38.21 $21,402 - $25,295	-662 Reduced 1.09%	60,246 $1.99 Million
Q3 2022 Nov 01, 2022	BUY	N/A	547 Added 0.91%	60,908 $2.1 Million
Q2 2022 Aug 02, 2022	SELL	N/A	-3,123 Reduced 4.92%	60,361 $2.17 Million
Q1 2022 Apr 27, 2022	SELL	N/A	-2,549 Reduced 3.86%	63,484 $2.89 Million
Q4 2021 Jan 24, 2022	SELL	N/A	-99 Reduced 0.15%	66,033 $3.35 Million
Q3 2021 Oct 21, 2021	BUY	N/A	1,255 Added 1.93%	66,132 $3.22 Million
Q2 2021 Jul 29, 2021	BUY	N/A	4,670 Added 7.76%	64,877 $3.22 Million
Q1 2021 May 13, 2021	BUY	N/A	9,750 Added 19.32%	60,207 $2.75 Million
Q4 2020 Jan 22, 2021	SELL	N/A	-19,607 Reduced 27.98%	50,457 $2.22 Million
Q3 2020 Oct 14, 2020	BUY	N/A	31,599 Added 82.15%	70,064 $2.77 Million
Q2 2020 Aug 06, 2020	BUY	N/A	1,553 Added 4.21%	38,465 $1.38 Million
Q1 2020 Apr 30, 2020	BUY	N/A	6,468 Added 21.25%	36,912 $1.08 Million
Q4 2019 Feb 14, 2020	BUY	N/A	8,727 Added 40.19%	30,444 $1.05 Million
Q3 2019 Nov 08, 2019	BUY	N/A	14,312 Added 193.27%	21,717 $688,000
Q2 2019 Aug 06, 2019	BUY	N/A	7,405 New	7,405 $235,000

Others Institutions Holding CACG

# of Institutions

Shares Held

3.62K

Call Options Held

Put Options Held

American Portfolios Advisors Holbrook, NY

3.62K
Shares

$0
0.01% of portfolio

View Full List

About LEGG MASON ETF INVT TR CLEARBR

Ticker CACG
Sector ETFs
Industry ETFs

More about CACG

Track This Portfolio

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.

Account