Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 02, 2022

SELL
N/A
-12,948 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
N/A
12,948 New
12,948 $52,000
Q4 2021

Jan 24, 2022

SELL
N/A
-11,080 Closed
0 $0
Q1 2021

May 13, 2021

SELL
N/A
-3,000 Reduced 21.31%
11,080 $45,000
Q4 2020

Jan 22, 2021

SELL
N/A
-66,461 Reduced 82.52%
14,080 $55,000
Q3 2020

Oct 14, 2020

SELL
N/A
-12,400 Reduced 13.34%
80,541 $218,000
Q2 2020

Aug 06, 2020

SELL
N/A
-235 Reduced 0.25%
92,941 $230,000
Q1 2020

Apr 30, 2020

BUY
N/A
4,155 Added 4.67%
93,176 $146,000
Q4 2019

Feb 14, 2020

BUY
N/A
57,756 Added 184.73%
89,021 $681,000
Q3 2019

Nov 08, 2019

BUY
N/A
31,265 New
31,265 $230,000
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.