Avantax Advisory Services, Inc. Simplify Exch.Trad Fds Simplif Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 39,422 shares of CDX stock, worth $866,101. This represents 0.01% of its overall portfolio holdings.

Number of Shares
39,422
Previous 42,265 6.73%
Holding current value
$866,101
Previous $970,000 3.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
SELL
$23.04 - $23.97 $65,502 - $68,146
-2,843 Reduced 6.73%
39,422 $935,000
Q2 2024

Aug 09, 2024
SELL
$22.63 - $23.38 $18,624 - $19,241
-823 Reduced 1.91%
42,265 $970,000
Q1 2024

May 08, 2024
BUY
$22.63 - $23.34 $162,936 - $168,048
7,200 Added 20.06%
43,088 $987,000
Q4 2023

Feb 07, 2024
BUY
$21.44 - $22.94 $278,162 - $297,623
12,974 Added 56.62%
35,888 $818,000
Q3 2023

Nov 07, 2023
BUY
$21.32 - $22.06 $488,526 - $505,482
22,914 New
22,914 $494,000

Others Institutions Holding CDX

# of Institutions
20
Shares Held
3.1M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

CDX Quotes by TradingView
  • Ticker CDX
  • Sector ETFs
  • Industry ETFs
More about CDX
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.

Choose your preferred platform and Sign Up 👇 Telegram Email