Avantax Advisory Services, Inc. Listed Fds Tr Horizon Kinetics Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	BUY	$29.87 - $32.19 $483,147 - $520,673	16,175 New	16,175 $492,000

Others Institutions Holding INFL

# of Institutions

125

Shares Held

13.7M

Call Options Held

1.8K

Put Options Held

1.9K

Jpmorgan Chase & CO New York, NY

4.19M
Shares

$168 Million
0.01% of portfolio
Oxford Financial Group LTD Indianapolis, IN

2.31M
Shares

$92.7 Million
5.5% of portfolio
Lpl Financial LLC Fort Mill, SC

647K
Shares

$26 Million
0.01% of portfolio
One Charles Private Wealth Services, LLC

412K
Shares

$16.6 Million
6.11% of portfolio
Wells Fargo & Company San Francisco, CA

385K
Shares

$15.5 Million
0.0% of portfolio

About LISTED FDS TR HORIZON KINETICS

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