Avantax Advisory Services, Inc. Global X Fdsnasdaq 100 Covered Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 266,193 shares of QYLD stock, worth $4.76 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

266,193

Previous 186,805 42.5%

Holding current value

$4.76 Million

Previous $3.24 Million 47.18%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$17.09 - $18.0 $1.36 Million - $1.43 Million	79,388 Added 42.5%	266,193 $4.77 Million
Q4 2023 Feb 07, 2024	BUY	$16.3 - $17.51 $863,818 - $927,942	52,995 Added 39.6%	186,805 $3.24 Million
Q3 2023 Nov 07, 2023	BUY	$16.58 - $18.05 $1.48 Million - $1.61 Million	89,460 Added 201.71%	133,810 $2.24 Million
Q2 2023 Aug 11, 2023	BUY	$16.93 - $17.8 $61,760 - $64,934	3,648 Added 8.96%	44,350 $787,000
Q1 2023 Apr 28, 2023	BUY	$15.76 - $17.15 $320,983 - $349,294	20,367 Added 100.16%	40,702 $698,000

Q4 2022 Feb 13, 2023	BUY	$15.77 - $16.71 $160,901 - $170,492	10,203 Added 100.7%	20,335 $323,000
Q3 2022 Nov 01, 2022	BUY	N/A	10,132 New	10,132 $159,000

Others Institutions Holding QYLD

# of Institutions

394

Shares Held

99.4M

Call Options Held

7.73M

Put Options Held

88.1K

View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

Ticker QYLD
Sector ETFs
Industry ETFs

More about QYLD

Track This Portfolio

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.

Account

Avantax Advisory Services, Inc. Global X Fdsnasdaq 100 Covered Transaction History