Avantax Advisory Services, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 7,086 shares of SPTM stock, worth $475,824. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,086

Previous 6,326 12.01%

Holding current value

$475,824

Previous $369,000 23.04%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$57.38 - $64.15 $43,608 - $48,754	760 Added 12.01%	7,086 $454,000
Q4 2023 Feb 07, 2024	SELL	$50.31 - $58.65 $21,281 - $24,808	-423 Reduced 6.27%	6,326 $369,000
Q3 2023 Nov 07, 2023	BUY	$52.22 - $56.31 $44,543 - $48,032	853 Added 14.47%	6,749 $354,000
Q2 2023 Aug 11, 2023	BUY	$49.75 - $54.44 $1,144 - $1,252	23 Added 0.39%	5,896 $320,000
Q1 2023 Apr 28, 2023	SELL	$46.97 - $51.65 $25,222 - $27,736	-537 Reduced 8.38%	5,873 $296,000

Q4 2022 Feb 13, 2023	BUY	$46.29 - $50.41 $50,872 - $55,400	1,099 Added 20.69%	6,410 $303,000
Q3 2022 Nov 01, 2022	BUY	N/A	5,311 New	5,311 $234,000

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.5M

Call Options Held

131K

Put Options Held

100

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Avantax Advisory Services, Inc. Spdr Portfolio S&P 1500 Compos Transaction History