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

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 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 20,889 shares of IBD stock, worth $490,473. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,889
Previous 21,095 0.98%
Holding current value
$490,473
Previous $497,000 1.41%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$22.43 - $23.31 $1,076 - $1,118
48 Added 0.23%
21,191 $488,000
Q3 2022

Nov 01, 2022
SELL
N/A
-6,932 Reduced 24.69%
21,143 $478,000
Q2 2022

Aug 02, 2022
SELL
N/A
-2,635 Reduced 8.58%
28,075 $657,000
Q1 2022

Apr 27, 2022
BUY
N/A
4,777 Added 18.42%
30,710 $748,000
Q4 2021

Jan 24, 2022
BUY
N/A
3,308 Added 14.62%
25,933 $668,000
Q3 2021

Oct 21, 2021
BUY
N/A
6,317 Added 38.74%
22,625 $591,000
Q2 2021

Jul 29, 2021
SELL
N/A
-8,532 Reduced 34.35%
16,308 $428,000
Q1 2021

May 13, 2021
SELL
N/A
-4,073 Reduced 14.09%
24,840 $642,000
Q4 2020

Jan 22, 2021
BUY
N/A
4,587 Added 18.86%
28,913 $768,000
Q3 2020

Oct 14, 2020
BUY
N/A
2,146 Added 9.68%
24,326 $639,000
Q2 2020

Aug 06, 2020
BUY
N/A
22,180 New
22,180 $582,000

Others Institutions Holding IBD

# of Institutions
66
Shares Held
8.96M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

IBD Quotes by TradingView
  • Ticker IBD
  • Sector ETFs
  • Industry ETFs
More about IBD
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email