Avantax Advisory Services, Inc. First Tr Ex Trd Viii Cboe Vest Transaction History

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 5,230 shares of DJUN stock, worth $223,948. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,230
Previous 7,500 30.27%
Holding current value
$223,948
Previous $319,000 29.15%
% 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
SELL
$42.26 - $43.93 $95,930 - $99,721
-2,270 Reduced 30.27%
5,230 $226,000
Q3 2024

Nov 13, 2024
BUY
$39.85 - $42.56 $298,875 - $319,200
7,500 New
7,500 $319,000
Q1 2024

May 08, 2024
SELL
$37.63 - $40.03 $61,224 - $65,128
-1,627 Reduced 23.56%
5,278 $211,000
Q4 2023

Feb 07, 2024
SELL
$34.52 - $38.05 $30,550 - $33,674
-885 Reduced 11.36%
6,905 $262,000
Q3 2023

Nov 07, 2023
BUY
$35.28 - $36.67 $274,831 - $285,659
7,790 New
7,790 $275,000
Q1 2023

Apr 28, 2023
BUY
$32.19 - $34.09 $193,140 - $204,540
6,000 New
6,000 $204,000

Others Institutions Holding DJUN

# of Institutions
100
Shares Held
2.45M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TRD VIII CBOE VEST

DJUN Quotes by TradingView
  • Ticker DJUN
  • Sector Technology
More about DJUN
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