Avantax Advisory Services, Inc. Simplify Exch Traded Fds Simpl Transaction History

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 21,709 shares of CTA stock, worth $646,059. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,709
Previous 19,256 12.74%
Holding current value
$646,059
Previous $500,000 21.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$25.8 - $28.97 $63,287 - $71,063
2,453 Added 12.74%
21,709 $605,000
Q3 2024

Nov 13, 2024
SELL
$25.73 - $27.07 $10,111 - $10,638
-393 Reduced 2.0%
19,256 $500,000
Q2 2024

Aug 09, 2024
SELL
$25.27 - $28.23 $121,649 - $135,899
-4,814 Reduced 19.68%
19,649 $528,000
Q1 2024

May 08, 2024
SELL
$23.53 - $25.79 $288,430 - $316,133
-12,258 Reduced 33.38%
24,463 $610,000
Q4 2023

Feb 07, 2024
BUY
$23.52 - $27.59 $331,679 - $389,074
14,102 Added 62.35%
36,721 $866,000
Q3 2023

Nov 07, 2023
BUY
$24.98 - $27.64 $565,022 - $625,189
22,619 New
22,619 $623,000

Others Institutions Holding CTA

# of Institutions
115
Shares Held
8.61M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
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