Avantax Advisory Services, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 16,248 shares of JAVA stock, worth $977,967. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,248

Previous 19,981 18.68%

Holding current value

$977,967

Previous $1.28 Million 19.69%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$63.01 - $68.55 $235,216 - $255,897	-3,733 Reduced 18.68%	16,248 $1.03 Million
Q3 2024 Nov 13, 2024	BUY	$58.75 - $64.07 $12,455 - $13,582	212 Added 1.07%	19,981 $1.28 Million
Q2 2024 Aug 09, 2024	BUY	$56.88 - $60.48 $110,972 - $117,996	1,951 Added 10.95%	19,769 $1.17 Million
Q1 2024 May 08, 2024	BUY	$54.39 - $59.89 $18,546 - $20,422	341 Added 1.95%	17,818 $1.07 Million
Q4 2023 Feb 07, 2024	BUY	$48.63 - $55.81 $184,842 - $212,133	3,801 Added 27.79%	17,477 $972,000
Q3 2023 Nov 07, 2023	BUY	$51.26 - $55.09 $19,427 - $20,879	379 Added 2.85%	13,676 $701,000
Q2 2023 Aug 11, 2023	BUY	$50.18 - $53.15 $667,243 - $706,735	13,297 New	13,297 $706,000

Others Institutions Holding JAVA

# of Institutions

209

Shares Held

36.9M

Call Options Held

Put Options Held

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
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Avantax Advisory Services, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History