Avantax Advisory Services, Inc. Victory Portfolios Ii Shs Us 5 Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 4,016 shares of CFO stock, worth $285,617. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,016

Previous 3,690 8.83%

Holding current value

$285,617

Previous $237,000 18.14%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$63.5 - $69.79 $20,701 - $22,751	326 Added 8.83%	4,016 $280,000
Q1 2024 May 08, 2024	SELL	$59.53 - $65.95 $14,882 - $16,487	-250 Reduced 6.35%	3,690 $243,000
Q3 2023 Nov 07, 2023	SELL	$58.71 - $63.37 $9,687 - $10,456	-165 Reduced 4.02%	3,940 $232,000
Q2 2023 Aug 11, 2023	BUY	$60.13 - $62.76 $120 - $125	2 Added 0.05%	4,105 $252,000
Q1 2023 Apr 28, 2023	BUY	$59.24 - $65.37 $243,061 - $268,213	4,103 New	4,103 $255,000
Q2 2022 Aug 02, 2022	SELL	$61.98 - $74.66 $172,614 - $207,928	-2,785 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$71.19 - $77.8 $198,264 - $216,673	2,785 New	2,785 $216,000
Q3 2021 Oct 21, 2021	SELL	$70.37 - $75.16 $204,073 - $217,964	-2,900 Closed	0 $0
Q2 2021 Jul 29, 2021	SELL	$67.78 - $71.82 $8,133 - $8,618	-120 Reduced 3.97%	2,900 $207,000
Q1 2021 May 13, 2021	BUY	$61.42 - $67.3 $185,488 - $203,246	3,020 New	3,020 $202,000
Q2 2019 Aug 06, 2019	SELL	N/A	-4,470 Closed	0 $0
Q1 2019 May 13, 2019	SELL	N/A	-1,181 Reduced 20.9%	4,470 $209,000
Q4 2018 Feb 13, 2019	BUY	N/A	5,651 New	5,651 $249,000

Others Institutions Holding CFO

# of Institutions

Shares Held

3.51M

Call Options Held

Put Options Held

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About VICTORY PORTFOLIOS II SHS US 5

Ticker CFO
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Avantax Advisory Services, Inc. Victory Portfolios Ii Shs Us 5 Transaction History