Avantax Advisory Services, Inc. UBS AG Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025
Number of Shares
3,363
Previous 3,541 5.03%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
SELL
N/A
-178 Reduced 5.03%
3,363 $0
Q1 2025

May 06, 2025
BUY
N/A
614 Added 20.98%
3,541 $0
Q4 2024

Feb 07, 2025
BUY
N/A
2,927 New
2,927 $0
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