Avantax Advisory Services, Inc. Spdr Bloomberg Convertible Sec Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$67.56 - $71.9 $62,020 - $66,004	-918 Reduced 13.36%	5,951 $403,000
Q2 2023 Aug 11, 2023	SELL	$65.49 - $69.95 $14,145 - $15,109	-216 Reduced 3.05%	6,869 $480,000
Q1 2023 Apr 28, 2023	BUY	$64.11 - $69.54 $31,926 - $34,630	498 Added 7.56%	7,085 $475,000
Q4 2022 Feb 13, 2023	BUY	$63.68 - $67.01 $91,508 - $96,293	1,437 Added 27.9%	6,587 $423,000
Q3 2022 Nov 01, 2022	BUY	N/A	472 Added 10.09%	5,150 $326,000

Q2 2022 Aug 02, 2022	BUY	N/A	4,678 New	4,678 $302,000
Q3 2021 Oct 21, 2021	SELL	N/A	-4,901 Closed	0 $0
Q2 2021 Jul 29, 2021	SELL	N/A	-17,949 Reduced 78.55%	4,901 $429,000
Q1 2021 May 13, 2021	BUY	N/A	22,850 New	22,850 $1.92 Million
Q4 2020 Jan 22, 2021	SELL	N/A	-12,223 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	N/A	12,223 New	12,223 $847,000

Others Institutions Holding CWB

# of Institutions

501

Shares Held

31.8M

Call Options Held

16.4K

Put Options Held

9.8K

About SPDR BLOOMBERG CONVERTIBLE SEC

Ticker CWB
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