Avantax Advisory Services, Inc. Innovator U.S. Equity Power Bu Transaction History

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 49,394 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49,394
Previous 48,394 2.07%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
N/A
1,000 Added 2.07%
49,394 $0
Q3 2024

Nov 13, 2024
BUY
N/A
2,576 Added 5.62%
48,394 $0
Q2 2024

Aug 09, 2024
SELL
N/A
-340 Reduced 0.74%
45,818 $0
Q1 2024

May 08, 2024
SELL
N/A
-2,289 Reduced 4.72%
46,158 $0
Q4 2023

Feb 07, 2024
SELL
N/A
-21,700 Reduced 30.94%
48,447 $0
Q3 2023

Nov 07, 2023
BUY
N/A
2,686 Added 3.98%
70,147 $0
Q2 2023

Aug 11, 2023
SELL
N/A
-6,590 Reduced 8.9%
67,461 $0
Q1 2023

Apr 28, 2023
BUY
N/A
440 Added 0.6%
74,051 $0
Q4 2022

Feb 13, 2023
BUY
N/A
10,668 Added 16.95%
73,611 $0
Q3 2022

Nov 01, 2022
BUY
N/A
25,050 Added 66.11%
62,943 $1.75 Million
Q2 2022

Aug 02, 2022
BUY
N/A
8,393 Added 28.45%
37,893 $1.07 Million
Q1 2022

Apr 27, 2022
BUY
N/A
3,150 Added 11.95%
29,500 $886,000
Q4 2021

Jan 24, 2022
BUY
N/A
610 Added 2.37%
26,350 $801,000
Q3 2021

Oct 21, 2021
BUY
N/A
5,393 Added 26.51%
25,740 $748,000
Q1 2021

May 13, 2021
BUY
N/A
790 Added 4.04%
20,347 $585,000
Q4 2020

Jan 22, 2021
BUY
N/A
19,557 New
19,557 $542,000

Others Institutions Holding PSEP

# of Institutions
216
Shares Held
20.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
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