Avantax Advisory Services, Inc. ETF Ser Solutions Defiance Nex Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in ETF Ser Solutions Defiance Nex stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 4,391 shares of FIVG stock, worth $178,318. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,391

Previous 6,139 28.47%

Holding current value

$178,318

Previous $249,000 28.51%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	N/A	-1,748 Reduced 28.47%	4,391 $178,000
Q1 2025 May 06, 2025	BUY	N/A	221 Added 3.73%	6,139 $249,000
Q4 2024 Feb 07, 2025	BUY	N/A	372 Added 6.71%	5,918 $240,000
Q3 2024 Nov 13, 2024	SELL	$37.19 - $44.15 $74 - $88	-2 Reduced 0.04%	5,546 $225,000
Q2 2024 Aug 09, 2024	BUY	$35.39 - $42.48 $6,617 - $7,943	187 Added 3.49%	5,548 $231,000
Q1 2024 May 08, 2024	BUY	$34.4 - $40.37 $184,418 - $216,423	5,361 New	5,361 $209,000
Q2 2023 Aug 11, 2023	BUY	$29.87 - $33.86 $13,172 - $14,932	441 Added 6.83%	6,902 $232,000
Q1 2023 Apr 28, 2023	SELL	$29.95 - $34.23 $10,841 - $12,391	-362 Reduced 5.31%	6,461 $211,000
Q4 2022 Feb 13, 2023	SELL	$27.58 - $32.43 $6,508 - $7,653	-236 Reduced 3.34%	6,823 $203,000
Q3 2022 Nov 01, 2022	SELL	$28.52 - $36.05 $115,762 - $146,326	-4,059 Reduced 36.51%	7,059 $201,000
Q2 2022 Aug 02, 2022	SELL	$30.76 - $38.03 $32,605 - $40,311	-1,060 Reduced 8.7%	11,118 $350,000
Q1 2022 Apr 27, 2022	SELL	$34.88 - $42.11 $10,847 - $13,096	-311 Reduced 2.49%	12,178 $461,000
Q4 2021 Jan 24, 2022	BUY	$35.92 - $42.41 $38,003 - $44,869	1,058 Added 9.26%	12,489 $521,000
Q3 2021 Oct 21, 2021	BUY	$36.32 - $38.84 $132,495 - $141,688	3,648 Added 46.87%	11,431 $414,000
Q2 2021 Jul 29, 2021	BUY	$34.42 - $38.05 $26,434 - $29,222	768 Added 10.95%	7,783 $298,000
Q1 2021 May 13, 2021	BUY	$32.82 - $36.69 $27,634 - $30,892	842 Added 13.64%	7,015 $246,000
Q4 2020 Jan 22, 2021	BUY	$28.34 - $33.6 $174,942 - $207,412	6,173 New	6,173 $206,000

Others Institutions Holding FIVG

# of Institutions

173

Shares Held

2.46M

Call Options Held

Put Options Held

View Full List

About ETF SER SOLUTIONS DEFIANCE NEX

Ticker FIVG
Sector ETFs
Industry ETFs

More about FIVG

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. ETF Ser Solutions Defiance Nex Transaction History