A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 17,260 shares of SUSB stock, worth $425,631. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,260
Previous 10,859 58.95%
Holding current value
$425,631
Previous $265,000 63.77%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$24.38 - $25.2 $156,056 - $161,305
6,401 Added 58.95%
17,260 $434,000
Q2 2024

Aug 09, 2024

SELL
$24.19 - $24.51 $7,861 - $7,965
-325 Reduced 2.91%
10,859 $265,000
Q1 2024

May 08, 2024

BUY
$24.32 - $24.57 $271,994 - $274,790
11,184 New
11,184 $273,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.