Avantax Advisory Services, Inc. Hartford Multifactor Emerging Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 08, 2019	SELL	N/A	-9,151 Closed	0 $0
Q2 2019 Aug 06, 2019	BUY	N/A	521 Added 6.04%	9,151 $215,000
Q1 2019 May 13, 2019	BUY	N/A	8,630 New	8,630 $202,000

Others Institutions Holding ROAM

# of Institutions

21

Shares Held

687K

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

96.8K
Shares

$2.38 Million
0.0% of portfolio
Flow Traders U.S. LLC New York, NY

93.7K
Shares

$2.31 Million
0.12% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

79.6K
Shares

$1.96 Million
0.0% of portfolio
Old Mission Capital LLC

73.2K
Shares

$1.8 Million
0.04% of portfolio
Envestnet Asset Management Inc

53.7K
Shares

$1.32 Million
0.0% of portfolio

About HARTFORD MULTIFACTOR EMERGING

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