Number of Shares
28,182
Previous 28,192 0.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
N/A
-10 Reduced 0.04%
28,182 $0
Q2 2024

Aug 09, 2024

SELL
N/A
-3,202 Reduced 10.2%
28,192 $0
Q1 2024

May 08, 2024

BUY
N/A
847 Added 2.77%
31,394 $0
Q4 2023

Feb 07, 2024

SELL
N/A
-38,522 Reduced 55.77%
30,547 $0
Q3 2023

Nov 07, 2023

BUY
N/A
3,003 Added 4.55%
69,069 $0
Q2 2023

Aug 11, 2023

SELL
N/A
-6,841 Reduced 9.38%
66,066 $0
Q1 2023

Apr 28, 2023

BUY
N/A
13,852 Added 23.46%
72,907 $0
Q4 2022

Feb 13, 2023

BUY
N/A
6,163 Added 11.65%
59,055 $0
Q3 2022

Nov 01, 2022

BUY
N/A
16,492 Added 45.31%
52,892 $1.49 Million
Q2 2022

Aug 02, 2022

BUY
N/A
7,170 Added 24.53%
36,400 $1.03 Million
Q1 2022

Apr 27, 2022

BUY
N/A
21,101 Added 259.58%
29,230 $913,000
Q4 2021

Jan 24, 2022

BUY
N/A
200 Added 2.52%
8,129 $263,000
Q1 2021

May 13, 2021

BUY
N/A
7,929 New
7,929 $240,000
Q4 2020

Jan 22, 2021

SELL
N/A
-12,231 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
N/A
12,231 New
12,231 $319,000
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.