Avantax Advisory Services, Inc. Indexiq ETF Trust Iq Cbre Next Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 28, 2023	SELL	N/A	-1,031 Reduced 7.97%	11,908 $0
Q4 2022 Feb 13, 2023	SELL	N/A	-40 Reduced 0.31%	12,939 $0
Q3 2022 Nov 01, 2022	SELL	N/A	-532 Reduced 3.94%	12,979 $239,000
Q2 2022 Aug 02, 2022	BUY	N/A	309 Added 2.34%	13,511 $285,000
Q1 2022 Apr 27, 2022	BUY	N/A	7 Added 0.05%	13,202 $347,000

Q4 2021 Jan 24, 2022	BUY	N/A	136 Added 1.04%	13,195 $351,000
Q3 2021 Oct 21, 2021	BUY	N/A	1,734 Added 15.31%	13,059 $334,000
Q2 2021 Jul 29, 2021	BUY	N/A	416 Added 3.81%	11,325 $295,000
Q1 2021 May 13, 2021	BUY	N/A	135 Added 1.25%	10,909 $265,000
Q4 2020 Jan 22, 2021	SELL	N/A	-10,873 Reduced 50.23%	10,774 $230,000
Q3 2020 Oct 14, 2020	BUY	N/A	1,988 Added 10.11%	21,647 $378,000
Q2 2020 Aug 06, 2020	BUY	N/A	181 Added 0.93%	19,659 $354,000
Q1 2020 Apr 30, 2020	SELL	N/A	-410 Reduced 2.06%	19,478 $310,000
Q4 2019 Feb 14, 2020	BUY	N/A	19,888 New	19,888 $513,000

Others Institutions Holding ROOF

# of Institutions

26

Shares Held

6.87M

Call Options Held

0

Put Options Held

0

About INDEXIQ ETF TRUST IQ CBRE NEXT

Ticker ROOF

More about ROOF

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.