Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Jan 22, 2021

SELL
N/A
-14,585 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
N/A
14,585 New
14,585 $65,000
Q2 2020

Aug 06, 2020

SELL
N/A
-52,833 Closed
0 $0
Q1 2020

Apr 30, 2020

SELL
N/A
-17,668 Reduced 25.06%
52,833 $194,000
Q4 2019

Feb 14, 2020

BUY
N/A
20,125 Added 39.95%
70,501 $356,000
Q3 2019

Nov 08, 2019

BUY
N/A
50,376 New
50,376 $236,000
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.