Number of Shares
98,045
Previous 119,793 18.15%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
N/A
-21,748 Reduced 18.15%
98,045 $0
Q2 2024

Aug 09, 2024

BUY
N/A
46,159 Added 62.69%
119,793 $0
Q1 2024

May 08, 2024

SELL
N/A
-1,420 Reduced 1.89%
73,634 $0
Q4 2023

Feb 07, 2024

SELL
N/A
-1,786 Reduced 2.32%
75,054 $0
Q3 2023

Nov 07, 2023

BUY
N/A
14,689 Added 23.63%
76,840 $0
Q2 2023

Aug 11, 2023

BUY
N/A
5,051 Added 8.85%
62,151 $0
Q1 2023

Apr 28, 2023

BUY
N/A
6,100 Added 11.96%
57,100 $0
Q4 2022

Feb 13, 2023

BUY
N/A
3,252 Added 6.81%
51,000 $0
Q3 2022

Nov 01, 2022

BUY
N/A
47,748 New
47,748 $1.41 Million
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.