Avantax Advisory Services, Inc. Spdr S&P 1500 Value Tilt ETF Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	SELL	$137.66 - $160.7 $83,834 - $97,866	-609 Reduced 6.53%	8,722 $1.4 Million
Q3 2023 Nov 07, 2023	SELL	$144.14 - $154.72 $218,660 - $234,710	-1,517 Reduced 13.98%	9,331 $1.35 Million
Q2 2023 Aug 11, 2023	SELL	$138.38 - $148.54 $16,605 - $17,824	-120 Reduced 1.09%	10,848 $1.61 Million
Q1 2023 Apr 28, 2023	SELL	$135.76 - $150.19 $84,171 - $93,117	-620 Reduced 5.35%	10,968 $1.56 Million
Q4 2022 Feb 13, 2023	SELL	$127.41 - $147.87 $166,397 - $193,118	-1,306 Reduced 10.13%	11,588 $1.62 Million
Q3 2022 Nov 01, 2022	SELL	$125.88 - $149.87 $79,178 - $94,268	-629 Reduced 4.65%	12,894 $1.62 Million
Q2 2022 Aug 02, 2022	BUY	$131.15 - $156.84 $1,180 - $1,411	9 Added 0.07%	13,523 $1.81 Million
Q1 2022 Apr 27, 2022	BUY	$146.34 - $159.0 $110,486 - $120,045	755 Added 5.92%	13,514 $2.1 Million
Q4 2021 Jan 24, 2022	BUY	$145.48 - $156.12 $413,599 - $443,849	2,843 Added 28.67%	12,759 $1.99 Million
Q3 2021 Oct 21, 2021	BUY	$141.52 - $150.69 $659,483 - $702,215	4,660 Added 88.66%	9,916 $1.44 Million
Q2 2021 Jul 29, 2021	BUY	$140.04 - $149.63 $736,050 - $786,455	5,256 New	5,256 $769,000

Others Institutions Holding VLU

# of Institutions

70

Shares Held

1.42M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

433K
Shares

$79.6 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

237K
Shares

$43.5 Million
0.01% of portfolio
Mai Capital Management

64.2K
Shares

$11.8 Million
0.11% of portfolio
Lws Wealth Advisors, Inc.

63.3K
Shares

$11.6 Million
3.97% of portfolio
Cambridge Investment Research Advisors, Inc.

47.1K
Shares

$8.66 Million
0.03% of portfolio

About SPDR S&P 1500 VALUE TILT ETF

Ticker VLU
Sector ETFs
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