Avantax Advisory Services, Inc. Franklin ETF Tr Liberty Short Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 01, 2022	SELL	$89.55 - $91.47 $320,409 - $327,279	-3,578 Reduced 35.67%	6,452 $579,000
Q2 2022 Aug 02, 2022	BUY	$90.19 - $91.98 $28,950 - $29,525	321 Added 3.31%	10,030 $917,000
Q1 2022 Apr 27, 2022	BUY	$92.0 - $93.96 $113,160 - $115,570	1,230 Added 14.51%	9,709 $893,000
Q4 2021 Jan 24, 2022	BUY	$93.89 - $94.79 $1,783 - $1,801	19 Added 0.22%	8,479 $797,000
Q3 2021 Oct 21, 2021	BUY	$94.69 - $95.0 $48,102 - $48,260	508 Added 6.39%	8,460 $798,000
Q2 2021 Jul 29, 2021	BUY	$94.81 - $95.34 $84,001 - $84,471	886 Added 12.54%	7,952 $749,000
Q1 2021 May 13, 2021	BUY	$95.19 - $95.83 $119,368 - $120,170	1,254 Added 21.58%	7,066 $670,000
Q4 2020 Jan 22, 2021	BUY	$95.49 - $95.85 $36,286 - $36,423	380 Added 7.0%	5,812 $556,000
Q3 2020 Oct 14, 2020	BUY	$95.75 - $96.39 $83,015 - $83,570	867 Added 18.99%	5,432 $518,000
Q2 2020 Aug 06, 2020	BUY	$94.92 - $95.86 $15,092 - $15,241	159 Added 3.61%	4,565 $435,000
Q1 2020 Apr 30, 2020	BUY	$94.41 - $95.4 $30,966 - $31,291	328 Added 8.04%	4,406 $417,000
Q4 2019 Feb 14, 2020	BUY	$94.29 - $94.84 $46,956 - $47,230	498 Added 13.91%	4,078 $385,000
Q3 2019 Nov 08, 2019	BUY	$94.48 - $94.8 $129,059 - $129,496	1,366 Added 61.7%	3,580 $340,000
Q2 2019 Aug 06, 2019	BUY	N/A	2,214 New	2,214 $210,000

Others Institutions Holding FTSD

# of Institutions

48

Shares Held

1.05M

Call Options Held

0

Put Options Held

0

Franklin Resources Inc San Mateo, CA

333K
Shares

$30 Million
0.01% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

237K
Shares

$21.4 Million
0.63% of portfolio
Bank Of America Corp Charlotte, NC

61.9K
Shares

$5.59 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

59.2K
Shares

$5.35 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

24.6K
Shares

$2.22 Million
0.0% of portfolio

About FRANKLIN ETF TR LIBERTY SHORT

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