Avantax Advisory Services, Inc. Wisdomtree U.S. Largecap Fund Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 90,048 shares of EPS stock, worth $5.56 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
90,048
Previous 93,048 3.22%
Holding current value
$5.56 Million
Previous $5.29 Million 2.15%
% of portfolio
0.04%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$54.33 - $60.04 $162,990 - $180,120
-3,000 Reduced 3.22%
90,048 $5.41 Million
Q2 2024

Aug 09, 2024
SELL
$52.92 - $56.98 $104,887 - $112,934
-1,982 Reduced 2.09%
93,048 $5.29 Million
Q1 2024

May 08, 2024
SELL
$49.46 - $55.4 $11,722 - $13,129
-237 Reduced 0.25%
95,030 $5.26 Million
Q4 2023

Feb 07, 2024
SELL
$43.69 - $50.33 $201,061 - $231,618
-4,602 Reduced 4.61%
95,267 $4.77 Million
Q3 2023

Nov 07, 2023
SELL
$45.54 - $48.62 $213,946 - $228,416
-4,698 Reduced 4.49%
99,869 $4.57 Million
Q2 2023

Aug 11, 2023
SELL
$43.03 - $46.8 $51,636 - $56,160
-1,200 Reduced 1.13%
104,567 $4.88 Million
Q1 2023

Apr 28, 2023
BUY
$41.41 - $45.19 $32,589 - $35,564
787 Added 0.75%
105,767 $4.62 Million
Q4 2022

Feb 13, 2023
SELL
$38.5 - $44.12 $77,231 - $88,504
-2,006 Reduced 1.88%
104,980 $4.37 Million
Q3 2022

Nov 01, 2022
SELL
$38.39 - $46.02 $200,702 - $240,592
-5,228 Reduced 4.66%
106,986 $4.11 Million
Q2 2022

Aug 02, 2022
SELL
$39.74 - $48.71 $163,808 - $200,782
-4,122 Reduced 3.54%
112,214 $4.58 Million
Q1 2022

Apr 27, 2022
SELL
$44.93 - $50.92 $155,367 - $176,081
-3,458 Reduced 2.89%
116,336 $5.63 Million
Q4 2021

Jan 24, 2022
BUY
$45.99 - $50.68 $103,063 - $113,573
2,241 Added 1.91%
119,794 $6.03 Million
Q3 2021

Oct 21, 2021
SELL
$45.77 - $48.62 $450,010 - $478,031
-9,832 Reduced 7.72%
117,553 $5.4 Million
Q2 2021

Jul 29, 2021
BUY
$43.71 - $46.27 $35,055 - $37,108
802 Added 0.63%
127,385 $5.88 Million
Q1 2021

May 13, 2021
BUY
$39.62 - $43.4 $43,740 - $47,913
1,104 Added 0.88%
126,583 $5.49 Million
Q4 2020

Jan 22, 2021
SELL
$34.44 - $40.16 $2.27 Million - $2.65 Million
-65,920 Reduced 34.44%
125,479 $5.04 Million
Q3 2020

Oct 14, 2020
BUY
$33.18 - $37.7 $1.65 Million - $1.87 Million
49,650 Added 35.03%
191,399 $6.78 Million
Q2 2020

Aug 06, 2020
BUY
$26.85 - $35.49 $70,910 - $93,729
2,641 Added 1.9%
141,749 $4.7 Million
Q1 2020

Apr 30, 2020
BUY
$24.35 - $37.92 $34,333 - $53,467
1,410 Added 1.02%
139,108 $3.91 Million
Q4 2019

Feb 14, 2020
BUY
$32.43 - $36.81 $4.47 Million - $5.07 Million
137,698 New
137,698 $5.05 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-6,462 Closed
0 $0
Q1 2019

May 13, 2019
BUY
N/A
6,462 New
6,462 $205,000

Others Institutions Holding EPS

# of Institutions
123
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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