Avantax Advisory Services, Inc. Siren Divcon Leaders Dividend Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Siren Divcon Leaders Dividend stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 5,220 shares of LEAD stock, worth $364,147. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,220

Previous 6,343 17.7%

Holding current value

$364,147

Previous $421,000 19.71%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$63.83 - $69.34 $71,681 - $77,868	-1,123 Reduced 17.7%	5,220 $338,000
Q4 2024 Feb 07, 2025	SELL	$66.53 - $71.39 $42,113 - $45,189	-633 Reduced 9.07%	6,343 $421,000
Q3 2024 Nov 13, 2024	SELL	$62.93 - $69.43 $30,017 - $33,118	-477 Reduced 6.4%	6,976 $483,000
Q2 2024 Aug 09, 2024	SELL	$61.21 - $65.63 $32,808 - $35,177	-536 Reduced 6.71%	7,453 $474,000
Q1 2024 May 08, 2024	SELL	$59.0 - $66.08 $17,877 - $20,022	-303 Reduced 3.65%	7,989 $527,000
Q4 2023 Feb 07, 2024	SELL	$52.15 - $60.93 $28,317 - $33,084	-543 Reduced 6.15%	8,292 $504,000
Q3 2023 Nov 07, 2023	SELL	$54.3 - $58.29 $5,592 - $6,003	-103 Reduced 1.15%	8,835 $484,000
Q2 2023 Aug 11, 2023	SELL	$50.89 - $56.41 $8,244 - $9,138	-162 Reduced 1.78%	8,938 $504,000
Q1 2023 Apr 28, 2023	SELL	$48.2 - $54.37 $4,723 - $5,328	-98 Reduced 1.07%	9,100 $482,000
Q4 2022 Feb 13, 2023	SELL	$45.13 - $52.51 $5,280 - $6,143	-117 Reduced 1.26%	9,198 $448,000
Q3 2022 Nov 01, 2022	SELL	$45.16 - $54.49 $31,657 - $38,197	-701 Reduced 7.0%	9,315 $421,000
Q2 2022 Aug 02, 2022	BUY	$45.95 - $55.03 $47,282 - $56,625	1,029 Added 11.45%	10,016 $473,000
Q1 2022 Apr 27, 2022	BUY	$51.92 - $60.3 $29,905 - $34,732	576 Added 6.85%	8,987 $496,000
Q4 2021 Jan 24, 2022	BUY	$53.25 - $60.66 $447,885 - $510,211	8,411 New	8,411 $508,000
Q1 2021 May 13, 2021	SELL	$45.84 - $49.81 $623,882 - $677,914	-13,610 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$42.57 - $47.57 $579,377 - $647,427	13,610 New	13,610 $642,000

Others Institutions Holding LEAD

# of Institutions

Shares Held

424K

Call Options Held

Put Options Held

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About SIREN DIVCON LEADERS DIVIDEND

Ticker LEAD
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Avantax Advisory Services, Inc. Siren Divcon Leaders Dividend Transaction History