Avantax Advisory Services, Inc. Northern Lts Fd Tr Iv Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 28,939 shares of BIBL stock, worth $1.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

28,939

Previous 73,564 60.66%

Holding current value

$1.2 Million

Previous $2.86 Million 61.18%

% of portfolio

0.01%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$37.55 - $41.94 $1.68 Million - $1.87 Million	-44,625 Reduced 60.66%	28,939 $1.11 Million
Q4 2024 Feb 07, 2025	BUY	$38.73 - $42.41 $61,193 - $67,007	1,580 Added 2.19%	73,564 $2.86 Million
Q3 2024 Nov 13, 2024	BUY	$36.61 - $40.67 $158,155 - $175,694	4,320 Added 6.38%	71,984 $2.93 Million
Q2 2024 Aug 09, 2024	SELL	$36.1 - $38.73 $81,152 - $87,065	-2,248 Reduced 3.22%	67,664 $2.57 Million
Q1 2024 May 08, 2024	BUY	$33.96 - $38.91 $590,937 - $677,072	17,401 Added 33.14%	69,912 $2.72 Million
Q4 2023 Feb 07, 2024	SELL	$29.25 - $35.1 $164,238 - $197,086	-5,615 Reduced 9.66%	52,511 $1.83 Million
Q3 2023 Nov 07, 2023	BUY	$30.99 - $34.19 $58,292 - $64,311	1,881 Added 3.34%	58,126 $1.82 Million
Q2 2023 Aug 11, 2023	BUY	$30.11 - $32.89 $281,889 - $307,916	9,362 Added 19.97%	56,245 $1.85 Million
Q1 2023 Apr 28, 2023	BUY	$29.64 - $33.28 $175,528 - $197,084	5,922 Added 14.46%	46,883 $1.47 Million
Q4 2022 Feb 13, 2023	BUY	$27.13 - $31.84 $176,127 - $206,705	6,492 Added 18.83%	40,961 $1.23 Million
Q3 2022 Nov 01, 2022	BUY	$27.68 - $33.89 $277,990 - $340,357	10,043 Added 41.12%	34,469 $956,000
Q2 2022 Aug 02, 2022	SELL	$28.41 - $36.39 $33,694 - $43,158	-1,186 Reduced 4.63%	24,426 $711,000
Q1 2022 Apr 27, 2022	BUY	$33.04 - $39.29 $151,455 - $180,105	4,584 Added 21.8%	25,612 $926,000
Q4 2021 Jan 24, 2022	BUY	$37.3 - $46.5 $66,804 - $83,281	1,791 Added 9.31%	21,028 $828,000
Q3 2021 Oct 21, 2021	BUY	$41.88 - $45.66 $272,722 - $297,337	6,512 Added 51.17%	19,237 $816,000
Q2 2021 Jul 29, 2021	BUY	$39.42 - $42.67 $17,108 - $18,518	434 Added 3.53%	12,725 $541,000
Q1 2021 May 13, 2021	SELL	$36.15 - $39.14 $125,910 - $136,324	-3,483 Reduced 22.08%	12,291 $481,000
Q4 2020 Jan 22, 2021	BUY	$32.5 - $36.7 $25,545 - $28,846	786 Added 5.24%	15,774 $577,000
Q3 2020 Oct 14, 2020	BUY	$30.47 - $34.63 $16,088 - $18,284	528 Added 3.65%	14,988 $498,000
Q2 2020 Aug 06, 2020	BUY	$23.45 - $31.85 $339,087 - $460,551	14,460 New	14,460 $441,000

Others Institutions Holding BIBL

# of Institutions

118

Shares Held

5.18M

Call Options Held

Put Options Held

View Full List

About NORTHERN LTS FD TR IV

Ticker BIBL
Sector ETFs
Industry ETFs

More about BIBL

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.

Account

Avantax Advisory Services, Inc. Northern Lts Fd Tr Iv Transaction History