Avantax Advisory Services, Inc. Wisdomtree Tr Intl Largecap Di Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	SELL	$43.94 - $49.34 $18,542 - $20,821	-422 Reduced 3.55%	11,482 $565,000
Q3 2023 Nov 07, 2023	BUY	$45.36 - $48.51 $1,224 - $1,309	27 Added 0.23%	11,904 $543,000
Q2 2023 Aug 11, 2023	SELL	$45.64 - $48.69 $13,965 - $14,899	-306 Reduced 2.51%	11,877 $560,000
Q4 2022 Feb 13, 2023	SELL	$39.21 - $45.18 $47,718 - $54,984	-1,217 Reduced 9.08%	12,183 $536,000
Q2 2022 Aug 02, 2022	BUY	N/A	677 Added 5.32%	13,400 $561,000

Q3 2021 Oct 21, 2021	BUY	N/A	1,217 Added 10.58%	12,723 $605,000
Q4 2020 Jan 22, 2021	SELL	N/A	-4,418 Reduced 27.74%	11,506 $529,000
Q3 2020 Oct 14, 2020	BUY	N/A	3,974 Added 33.26%	15,924 $657,000
Q4 2019 Feb 14, 2020	BUY	N/A	11,950 New	11,950 $586,000

Others Institutions Holding DOL

# of Institutions

94

Shares Held

8.17M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.78M
Shares

$143 Million
0.16% of portfolio
Huntington National Bank Columbus, OH

876K
Shares

$45.1 Million
0.37% of portfolio
Morgan Stanley New York, NY

501K
Shares

$25.8 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

372K
Shares

$19.2 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.6 Million
0.05% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

Ticker DOL
Sector ETFs
Industry ETFs

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.