Number of Shares
17,067
Previous 21,523 20.7%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
N/A
-4,456 Reduced 20.7%
17,067 $0
Q2 2024

Aug 09, 2024

SELL
N/A
-989 Reduced 4.39%
21,523 $0
Q1 2024

May 08, 2024

SELL
N/A
-9,289 Reduced 29.21%
22,512 $0
Q4 2023

Feb 07, 2024

BUY
N/A
14,528 Added 84.11%
31,801 $0
Q3 2023

Nov 07, 2023

BUY
N/A
17,273 New
17,273 $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.