Avantax Advisory Services, Inc. Spdr Bloomberg Investment Grad Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 45,777 shares of FLRN stock, worth $1.41 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

45,777

Previous 42,979 6.51%

Holding current value

$1.41 Million

Previous $1.33 Million 6.11%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$30.67 - $30.84 $85,814 - $86,290	2,798 Added 6.51%	45,777 $1.41 Million
Q3 2024 Nov 13, 2024	BUY	$30.55 - $30.85 $518,280 - $523,370	16,965 Added 65.21%	42,979 $1.33 Million
Q2 2024 Aug 09, 2024	SELL	$30.69 - $30.88 $206,727 - $208,007	-6,736 Reduced 20.57%	26,014 $802,000
Q1 2024 May 08, 2024	SELL	$30.59 - $30.83 $38,084 - $38,383	-1,245 Reduced 3.66%	32,750 $1.01 Million
Q4 2023 Feb 07, 2024	SELL	$30.49 - $30.71 $32,715 - $32,951	-1,073 Reduced 3.06%	33,995 $1.04 Million
Q3 2023 Nov 07, 2023	SELL	$30.51 - $30.73 $481,081 - $484,550	-15,768 Reduced 31.02%	35,068 $1.08 Million
Q2 2023 Aug 11, 2023	BUY	$30.33 - $30.69 $670,293 - $678,249	22,100 Added 76.91%	50,836 $1.56 Million
Q1 2023 Apr 28, 2023	BUY	$29.96 - $30.68 $134,100 - $137,323	4,476 Added 18.45%	28,736 $874,000
Q4 2022 Feb 13, 2023	BUY	$30.19 - $30.41 $46,251 - $46,588	1,532 Added 6.74%	24,260 $737,000
Q3 2022 Nov 01, 2022	BUY	$30.11 - $30.44 $132,995 - $134,453	4,417 Added 24.12%	22,728 $689,000
Q2 2022 Aug 02, 2022	BUY	$30.11 - $30.51 $843 - $854	28 Added 0.15%	18,311 $551,000
Q1 2022 Apr 27, 2022	SELL	$30.36 - $30.62 $154,896 - $156,223	-5,102 Reduced 21.82%	18,283 $558,000
Q4 2021 Jan 24, 2022	SELL	$30.56 - $30.65 $13,354 - $13,394	-437 Reduced 1.83%	23,385 $715,000
Q3 2021 Oct 21, 2021	BUY	$30.62 - $30.66 $12,676 - $12,693	414 Added 1.77%	23,822 $730,000
Q2 2021 Jul 29, 2021	SELL	$30.6 - $30.67 $59,088 - $59,223	-1,931 Reduced 7.62%	23,408 $718,000
Q1 2021 May 13, 2021	SELL	$30.6 - $30.66 $347,279 - $347,960	-11,349 Reduced 30.93%	25,339 $777,000
Q4 2020 Jan 22, 2021	SELL	$30.56 - $30.61 $809,534 - $810,858	-26,490 Reduced 41.93%	36,688 $1.12 Million
Q3 2020 Oct 14, 2020	BUY	$30.45 - $30.6 $565,243 - $568,027	18,563 Added 41.61%	63,178 $1.93 Million
Q2 2020 Aug 06, 2020	SELL	$29.44 - $30.48 $679,799 - $703,813	-23,091 Reduced 34.1%	44,615 $1.36 Million
Q1 2020 Apr 30, 2020	BUY	$26.27 - $30.83 $18,441 - $21,642	702 Added 1.05%	67,706 $1.99 Million
Q4 2019 Feb 14, 2020	BUY	$30.67 - $30.78 $15,212 - $15,266	496 Added 0.75%	67,004 $2.06 Million
Q3 2019 Nov 08, 2019	BUY	$30.69 - $30.76 $887,616 - $889,640	28,922 Added 76.95%	66,508 $2.04 Million
Q2 2019 Aug 06, 2019	BUY	N/A	21,163 Added 128.86%	37,586 $1.16 Million
Q1 2019 May 13, 2019	SELL	N/A	-2,271 Reduced 12.15%	16,423 $504,000
Q4 2018 Feb 13, 2019	BUY	N/A	18,694 New	18,694 $568,000

Others Institutions Holding FLRN

# of Institutions

348

Shares Held

48.1M

Call Options Held

38.6K

Put Options Held

30.5K

View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

Ticker FLRN
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Avantax Advisory Services, Inc. Spdr Bloomberg Investment Grad Transaction History