Avantax Advisory Services, Inc. Invesco Exchange Traded Fd Tr Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	BUY	$29.71 - $33.93 $4,605 - $5,259	155 Added 2.25%	7,047 $209,000
Q2 2023 Aug 11, 2023	BUY	$31.8 - $34.12 $11,225 - $12,044	353 Added 5.4%	6,892 $223,000
Q1 2023 Apr 28, 2023	BUY	$31.19 - $34.9 $20,335 - $22,754	652 Added 11.08%	6,539 $217,000
Q4 2022 Feb 13, 2023	SELL	$30.77 - $35.65 $27,508 - $31,871	-894 Reduced 13.18%	5,887 $201,000
Q3 2022 Nov 01, 2022	BUY	$32.05 - $38.31 $217,331 - $259,780	6,781 New	6,781 $217,000
Q2 2020 Aug 06, 2020	SELL	$27.15 - $32.9 $194,556 - $235,761	-7,166 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$24.07 - $37.61 $1,588 - $2,482	66 Added 0.93%	7,166 $206,000
Q4 2019 Feb 14, 2020	BUY	$32.82 - $35.0 $233,022 - $248,500	7,100 New	7,100 $244,000

Others Institutions Holding PUI

# of Institutions

32

Shares Held

645K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

312K
Shares

$13.2 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

49K
Shares

$2.07 Million
0.0% of portfolio
Morgan Stanley New York, NY

46.1K
Shares

$1.95 Million
0.0% of portfolio
Roi Financial Advisors, LLC Beaverton, OR

43.4K
Shares

$1.84 Million
1.21% of portfolio
Advisors Preferred, LLC Rockville, MD

27.5K
Shares

$1.16 Million
0.17% of portfolio

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