Number of Shares
8,724
Previous 5,214 67.32%
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
Q1 2025

May 06, 2025

BUY
N/A
3,510 Added 67.32%
8,724 $0
Q4 2024

Feb 07, 2025

SELL
N/A
-586 Reduced 10.1%
5,214 $0
Q3 2024

Nov 13, 2024

BUY
N/A
5,800 New
5,800 $0
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.