Avantax Advisory Services, Inc. Pacer Fds Tr Trendpilot U S Bo Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 59,894 shares of PTBD stock, worth $1.24 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

59,894

Previous 168,185 64.39%

Holding current value

$1.24 Million

Previous $3.43 Million 64.92%

% of portfolio

0.01%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$19.88 - $20.36 $2.15 Million - $2.2 Million	-108,291 Reduced 64.39%	59,894 $1.2 Million
Q1 2024 May 08, 2024	SELL	$20.21 - $20.51 $13,096 - $13,290	-648 Reduced 0.38%	168,185 $3.43 Million
Q4 2023 Feb 07, 2024	BUY	$19.09 - $20.67 $1.73 Million - $1.87 Million	90,517 Added 115.58%	168,833 $3.46 Million
Q3 2023 Nov 07, 2023	SELL	$19.46 - $20.24 $25,940 - $26,979	-1,333 Reduced 1.67%	78,316 $1.53 Million
Q2 2023 Aug 11, 2023	SELL	$19.61 - $20.42 $162,566 - $169,281	-8,290 Reduced 9.43%	79,649 $1.59 Million
Q1 2023 Apr 28, 2023	BUY	$19.99 - $21.17 $241,199 - $255,437	12,066 Added 15.9%	87,939 $1.77 Million
Q4 2022 Feb 13, 2023	SELL	$19.63 - $20.89 $1.07 Million - $1.14 Million	-54,624 Reduced 41.86%	75,873 $1.53 Million
Q3 2022 Nov 01, 2022	BUY	$19.57 - $21.92 $47,887 - $53,638	2,447 Added 1.91%	130,497 $2.56 Million
Q2 2022 Aug 02, 2022	SELL	$21.33 - $24.43 $3.86 Million - $4.42 Million	-181,059 Reduced 58.57%	128,050 $2.75 Million
Q1 2022 Apr 27, 2022	SELL	$24.05 - $26.88 $287,926 - $321,807	-11,972 Reduced 3.73%	309,109 $7.52 Million
Q4 2021 Jan 24, 2022	BUY	$26.52 - $27.2 $1.86 Million - $1.9 Million	69,959 Added 27.86%	321,081 $8.65 Million
Q3 2021 Oct 21, 2021	SELL	$27.07 - $27.88 $158,088 - $162,819	-5,840 Reduced 2.27%	251,122 $6.79 Million
Q2 2021 Jul 29, 2021	BUY	$27.3 - $27.71 $4.1 Million - $4.16 Million	150,286 Added 140.88%	256,962 $7.11 Million
Q1 2021 May 13, 2021	BUY	$27.01 - $27.75 $32,844 - $33,744	1,216 Added 1.15%	106,676 $2.91 Million
Q4 2020 Jan 22, 2021	BUY	$26.15 - $27.69 $898,906 - $951,843	34,375 Added 48.36%	105,460 $2.9 Million
Q3 2020 Oct 14, 2020	BUY	$25.0 - $26.9 $997,750 - $1.07 Million	39,910 Added 128.02%	71,085 $1.85 Million
Q2 2020 Aug 06, 2020	BUY	$24.94 - $25.95 $461,340 - $480,023	18,498 Added 145.92%	31,175 $780,000
Q1 2020 Apr 30, 2020	BUY	$24.53 - $26.23 $310,966 - $332,517	12,677 New	12,677 $324,000

Others Institutions Holding PTBD

# of Institutions

Shares Held

5.49M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT U S BO

Ticker PTBD
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Avantax Advisory Services, Inc. Pacer Fds Tr Trendpilot U S Bo Transaction History