Avantax Advisory Services, Inc. Northern Lts Fd Tr Iv Inspire Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 25,644 shares of IBD stock, worth $602,121. This represents 0.0% of its overall portfolio holdings.

Number of Shares

25,644

Previous 23,397 9.6%

Holding current value

$602,121

Previous $545,000 13.21%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$23.25 - $24.3 $52,242 - $54,602	2,247 Added 9.6%	25,644 $617,000
Q2 2024 Aug 09, 2024	BUY	$23.04 - $23.52 $57,784 - $58,988	2,508 Added 12.01%	23,397 $545,000
Q1 2024 May 08, 2024	SELL	$23.26 - $23.99 $4,791 - $4,941	-206 Reduced 0.98%	20,889 $490,000
Q4 2023 Feb 07, 2024	SELL	$22.22 - $23.69 $91,057 - $97,081	-4,098 Reduced 16.27%	21,095 $497,000
Q3 2023 Nov 07, 2023	BUY	$22.56 - $23.35 $16,739 - $17,325	742 Added 3.03%	25,193 $570,000
Q2 2023 Aug 11, 2023	BUY	$23.0 - $23.5 $80,132 - $81,874	3,484 Added 16.62%	24,451 $564,000
Q1 2023 Apr 28, 2023	SELL	$22.81 - $23.65 $5,109 - $5,297	-224 Reduced 1.06%	20,967 $490,000
Q4 2022 Feb 13, 2023	BUY	$22.24 - $23.31 $1,067 - $1,118	48 Added 0.23%	21,191 $488,000
Q3 2022 Nov 01, 2022	SELL	$22.52 - $23.95 $156,108 - $166,021	-6,932 Reduced 24.69%	21,143 $478,000
Q2 2022 Aug 02, 2022	SELL	$22.99 - $24.35 $60,578 - $64,162	-2,635 Reduced 8.58%	28,075 $657,000
Q1 2022 Apr 27, 2022	BUY	$24.2 - $25.67 $115,603 - $122,625	4,777 Added 18.42%	30,710 $748,000
Q4 2021 Jan 24, 2022	BUY	$25.72 - $26.2 $85,081 - $86,669	3,308 Added 14.62%	25,933 $668,000
Q3 2021 Oct 21, 2021	BUY	$26.1 - $26.52 $164,873 - $167,526	6,317 Added 38.74%	22,625 $591,000
Q2 2021 Jul 29, 2021	SELL	$25.87 - $26.29 $220,722 - $224,306	-8,532 Reduced 34.35%	16,308 $428,000
Q1 2021 May 13, 2021	SELL	$25.83 - $26.57 $105,205 - $108,219	-4,073 Reduced 14.09%	24,840 $642,000
Q4 2020 Jan 22, 2021	BUY	$26.24 - $26.6 $120,362 - $122,014	4,587 Added 18.86%	28,913 $768,000
Q3 2020 Oct 14, 2020	BUY	$26.25 - $26.63 $56,332 - $57,147	2,146 Added 9.68%	24,326 $639,000
Q2 2020 Aug 06, 2020	BUY	$24.15 - $26.52 $535,647 - $588,213	22,180 New	22,180 $582,000

Others Institutions Holding IBD

# of Institutions

Shares Held

11.7M

Call Options Held

Put Options Held

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Avantax Advisory Services, Inc. Northern Lts Fd Tr Iv Inspire Transaction History