Avantax Advisory Services, Inc. Wiswisdomtree Tr Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 17,909 shares of DNL stock, worth $643,649. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,909

Previous 17,902 0.04%

Holding current value

$643,649

Previous $705,000 8.65%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$35.98 - $39.39 $251 - $275	7 Added 0.04%	17,909 $644,000
Q3 2024 Nov 13, 2024	SELL	$36.65 - $40.81 $14,183 - $15,793	-387 Reduced 2.12%	17,902 $705,000
Q2 2024 Aug 09, 2024	BUY	$37.04 - $39.97 $15,816 - $17,067	427 Added 2.39%	18,289 $714,000
Q1 2024 May 08, 2024	SELL	$35.41 - $39.06 $187,000 - $206,275	-5,281 Reduced 22.82%	17,862 $694,000
Q4 2023 Feb 07, 2024	SELL	$31.84 - $37.1 $3,852 - $4,489	-121 Reduced 0.52%	23,143 $856,000
Q3 2023 Nov 07, 2023	SELL	$33.17 - $36.65 $27,962 - $30,895	-843 Reduced 3.5%	23,264 $778,000
Q2 2023 Aug 11, 2023	SELL	$34.59 - $36.52 $19,647 - $20,743	-568 Reduced 2.3%	24,107 $863,000
Q1 2023 Apr 28, 2023	SELL	$32.54 - $35.82 $57,010 - $62,756	-1,752 Reduced 6.63%	24,675 $875,000
Q4 2022 Feb 13, 2023	BUY	$27.4 - $33.63 $124,231 - $152,478	4,534 Added 20.71%	26,427 $851,000
Q3 2022 Nov 01, 2022	BUY	$27.2 - $34.05 $193,011 - $241,618	7,096 Added 47.96%	21,893 $602,000
Q2 2022 Aug 02, 2022	BUY	$31.69 - $40.37 $219,801 - $280,006	6,936 Added 88.23%	14,797 $469,000
Q1 2022 Apr 27, 2022	SELL	$36.81 - $43.65 $4,564 - $5,412	-124 Reduced 1.55%	7,861 $313,000
Q4 2021 Jan 24, 2022	SELL	$39.96 - $43.57 $28,611 - $31,196	-716 Reduced 8.23%	7,985 $348,000
Q3 2021 Oct 21, 2021	BUY	$40.46 - $43.87 $202 - $219	5 Added 0.06%	8,701 $351,000
Q2 2021 Jul 29, 2021	BUY	$39.37 - $42.66 $342,361 - $370,971	8,696 New	8,696 $363,000

Others Institutions Holding DNL

# of Institutions

115

Shares Held

12.8M

Call Options Held

Put Options Held

View Full List

About WISWISDOMTREE TR

Ticker DNL
Sector ETFs
Industry ETFs

More about DNL

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

Avantax Advisory Services, Inc. Wiswisdomtree Tr Transaction History