Avantax Advisory Services, Inc. Bank Of Montreal Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$20.43 - $30.11 $213,881 - $315,221	-10,469 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$23.73 - $33.15 $248,429 - $347,047	10,469 New	10,469 $302,000

Others Institutions Holding FNGS

# of Institutions

41

Shares Held

2.22M

Call Options Held

94.1K

Put Options Held

11.6K

Advisor Group Holdings, Inc. Phoenix, AZ

704K
Shares

$33.2 Million
0.07% of portfolio
Jane Street Group, LLC New York, NY

553K
Shares

$26.1 Million
0.03% of portfolio
Mariner, LLC Overland Park, KS

361K
Shares

$17 Million
0.03% of portfolio
Cambridge Investment Research Advisors, Inc.

184K
Shares

$8.71 Million
0.03% of portfolio
Wealth Enhancement Advisory Services, LLC

123K
Shares

$5.81 Million
0.02% of portfolio

About BANK OF MONTREAL

Ticker FNGS
Exchange NYSE
Sector ETFs
Industry ETFs

More about FNGS

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.