Avantax Advisory Services, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Number of Shares
42,530
Previous 37,671 12.9%
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
Q1 2025

May 06, 2025
BUY
N/A
4,859 Added 12.9%
42,530 $0
Q4 2024

Feb 07, 2025
BUY
N/A
20,056 Added 113.86%
37,671 $0
Q3 2024

Nov 13, 2024
BUY
N/A
5,157 Added 41.4%
17,615 $0
Q2 2024

Aug 09, 2024
BUY
N/A
544 Added 4.57%
12,458 $0
Q1 2024

May 08, 2024
BUY
N/A
57 Added 0.48%
11,914 $0
Q4 2023

Feb 07, 2024
BUY
N/A
11,857 New
11,857 $0
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