A detailed history of Avantax Advisory Services, Inc. transactions in Smartsheet Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 5,382 shares of SMAR stock, worth $301,230. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,382
Previous 4,754 13.21%
Holding current value
$301,230
Previous $209,000 42.11%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$42.95 - $55.46 $26,972 - $34,828
628 Added 13.21%
5,382 $297,000
Q2 2024

Aug 09, 2024

BUY
$36.58 - $44.29 $173,901 - $210,554
4,754 New
4,754 $209,000

Others Institutions Holding SMAR

About SMARTSHEET INC


  • Ticker SMAR
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 130,600,000
  • Market Cap $7.31B
  • Description
  • Smartsheet Inc. provides cloud-based enterprise platform to plan, capture, manage, automate, and report on work for teams and organizations. The company offers Dashboards for real-time visibility into the status of work to align individuals, managers, and executives; Portals to locate and access from any device the resources available for a proj...
More about SMAR
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