Avantax Advisory Services, Inc. First Trust Multi Asset Divers Transaction History

Avantax Advisory Services, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$14.11 - $14.79 $29,278 - $30,689	2,075 Added 11.31%	20,421 $297,000
Q1 2023 Apr 28, 2023	SELL	$14.05 - $16.25 $89,034 - $102,976	-6,337 Reduced 25.67%	18,346 $268,000
Q4 2022 Feb 13, 2023	BUY	$14.45 - $15.73 $145,569 - $158,464	10,074 Added 68.96%	24,683 $369,000
Q3 2022 Nov 01, 2022	BUY	$14.37 - $16.64 $488 - $565	34 Added 0.23%	14,609 $211,000
Q2 2022 Aug 02, 2022	BUY	$14.9 - $17.0 $217,167 - $247,775	14,575 New	14,575 $221,000
Q4 2020 Jan 22, 2021	SELL	$13.45 - $15.4 $153,545 - $175,806	-11,416 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$13.24 - $14.56 $151,147 - $166,216	11,416 New	11,416 $151,000

103

9.12M

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

Stay updated on Avantax Advisory Services, Inc. with notifications on news.