Avantax Advisory Services, Inc. Spdr Index Shs Fund Spdr S&P C Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 28, 2023	SELL	$77.45 - $92.04 $6,350 - $7,547	-82 Reduced 2.82%	2,827 $232,000
Q4 2022 Feb 13, 2023	BUY	$60.61 - $81.24 $2,909 - $3,899	48 Added 1.68%	2,909 $227,000
Q2 2022 Aug 02, 2022	SELL	$76.67 - $93.5 $13,417 - $16,362	-175 Reduced 5.76%	2,861 $263,000
Q4 2021 Jan 24, 2022	SELL	$100.13 - $117.86 $23,130 - $27,225	-231 Reduced 7.07%	3,036 $313,000
Q3 2021 Oct 21, 2021	SELL	$108.07 - $131.38 $18,696 - $22,728	-173 Reduced 5.03%	3,267 $360,000
Q2 2021 Jul 29, 2021	BUY	$123.38 - $135.43 $46,144 - $50,650	374 Added 12.2%	3,440 $457,000
Q1 2021 May 13, 2021	SELL	$126.98 - $155.61 $44,823 - $54,930	-353 Reduced 10.32%	3,066 $399,000
Q4 2020 Jan 22, 2021	SELL	$118.51 - $131.82 $10,665 - $11,863	-90 Reduced 2.56%	3,419 $445,000
Q3 2020 Oct 14, 2020	BUY	$105.84 - $124.1 $15,664 - $18,366	148 Added 4.4%	3,509 $418,000
Q2 2020 Aug 06, 2020	BUY	$88.34 - $106.92 $795 - $962	9 Added 0.27%	3,361 $351,000
Q1 2020 Apr 30, 2020	SELL	$83.64 - $108.4 $26,681 - $34,579	-319 Reduced 8.69%	3,352 $305,000
Q4 2019 Feb 14, 2020	BUY	$89.3 - $102.65 $1,250 - $1,437	14 Added 0.38%	3,671 $376,000
Q3 2019 Nov 08, 2019	BUY	$89.31 - $96.08 $1,518 - $1,633	17 Added 0.47%	3,657 $330,000
Q2 2019 Aug 06, 2019	SELL	N/A	-16 Reduced 0.44%	3,640 $348,000
Q1 2019 May 13, 2019	BUY	N/A	15 Added 0.41%	3,656 $367,000
Q4 2018 Feb 13, 2019	BUY	N/A	3,641 New	3,641 $308,000

Others Institutions Holding GXC

# of Institutions

90

Shares Held

1.73M

Call Options Held

0

Put Options Held

3.2K

Osborne Partners Capital Management, LLC

187K
Shares

$15.2 Million
0.78% of portfolio
Morgan Stanley New York, NY

179K
Shares

$14.5 Million
0.0% of portfolio
Hightower 6 M Holding, LLC

147K
Shares

$11.9 Million
0.94% of portfolio
Executive Wealth Group LLC Kirkland, WA

141K
Shares

$11.5 Million
1.88% of portfolio
Swisspartners Advisors LTD Zurich, V8

130K
Shares

$10.5 Million
8.3% of portfolio

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