Avantax Advisory Services, Inc. Spdr Ser Tr Msci Usa Strategic Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$138.56 - $148.14 $59,026 - $63,107	426 Added 29.79%	1,856 $273,000
Q1 2024 May 08, 2024	SELL	$131.2 - $145.63 $44,739 - $49,659	-341 Reduced 19.25%	1,430 $208,000
Q4 2023 Feb 07, 2024	BUY	$116.41 - $132.43 $206,162 - $234,533	1,771 New	1,771 $233,000
Q1 2023 Apr 28, 2023	SELL	$109.24 - $117.82 $66,199 - $71,398	-606 Reduced 23.35%	1,989 $230,000
Q4 2022 Feb 13, 2023	SELL	$101.25 - $116.95 $40,905 - $47,247	-404 Reduced 13.47%	2,595 $286,000
Q3 2022 Nov 01, 2022	SELL	$101.57 - $120.35 $32,807 - $38,873	-323 Reduced 9.72%	2,999 $305,000
Q2 2022 Aug 02, 2022	BUY	$103.89 - $125.61 $519 - $628	5 Added 0.15%	3,322 $359,000
Q1 2022 Apr 27, 2022	SELL	$115.85 - $130.79 $13,670 - $15,433	-118 Reduced 3.44%	3,317 $412,000
Q4 2021 Jan 24, 2022	SELL	$118.83 - $131.16 $541,270 - $597,433	-4,555 Reduced 57.01%	3,435 $449,000
Q3 2021 Oct 21, 2021	BUY	$118.96 - $126.08 $23,792 - $25,216	200 Added 2.57%	7,990 $953,000
Q2 2021 Jul 29, 2021	BUY	$112.15 - $119.45 $873,648 - $930,515	7,790 New	7,790 $930,000

Others Institutions Holding QUS

# of Institutions

165

Shares Held

7.02M

Call Options Held

0

Put Options Held

0

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