Avantax Advisory Services, Inc. ADVISOR MANAGED PORTFOLIOS Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025
Number of Shares
25,082
Previous 52,597 52.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-27,515 Reduced 52.31%
25,082 $0
Q1 2025

May 06, 2025
SELL
N/A
-16,121 Reduced 23.46%
52,597 $0
Q4 2024

Feb 07, 2025
BUY
N/A
698 Added 1.03%
68,718 $0
Q3 2024

Nov 13, 2024
SELL
N/A
-1,189 Reduced 1.72%
68,020 $0
Q2 2024

Aug 09, 2024
BUY
N/A
18,343 Added 36.06%
69,209 $0
Q1 2024

May 08, 2024
BUY
N/A
50,866 New
50,866 $0
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