Avantax Advisory Services, Inc. Invesco Actively Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Invesco Actively stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 18,651 shares of PSR stock, worth $1.79 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,651

Previous 20,320 8.21%

Holding current value

$1.79 Million

Previous $1.74 Million 5.64%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$84.82 - $99.93 $141,564 - $166,783	-1,669 Reduced 8.21%	18,651 $1.84 Million
Q2 2024 Aug 09, 2024	BUY	$80.01 - $87.58 $17,922 - $19,617	224 Added 1.11%	20,320 $1.74 Million
Q1 2024 May 08, 2024	BUY	$84.85 - $92.36 $136,523 - $148,607	1,609 Added 8.7%	20,096 $1.77 Million
Q4 2023 Feb 07, 2024	SELL	$74.46 - $92.44 $534,027 - $662,979	-7,172 Reduced 27.95%	18,487 $1.69 Million
Q3 2023 Nov 07, 2023	BUY	$77.89 - $89.91 $84,510 - $97,552	1,085 Added 4.42%	25,659 $2.03 Million
Q2 2023 Aug 11, 2023	SELL	$81.03 - $87.6 $166,030 - $179,492	-2,049 Reduced 7.7%	24,574 $2.13 Million
Q1 2023 Apr 28, 2023	BUY	$81.31 - $98.72 $135,869 - $164,961	1,671 Added 6.7%	26,623 $2.33 Million
Q4 2022 Feb 13, 2023	BUY	$80.1 - $92.51 $79,939 - $92,324	998 Added 4.17%	24,952 $2.17 Million
Q3 2022 Nov 01, 2022	BUY	$83.76 - $106.61 $33,504 - $42,644	400 Added 1.7%	23,954 $2.03 Million
Q2 2022 Aug 02, 2022	BUY	$91.8 - $116.42 $64,902 - $82,308	707 Added 3.09%	23,554 $2.25 Million
Q1 2022 Apr 27, 2022	BUY	$101.92 - $118.93 $182,436 - $212,884	1,790 Added 8.5%	22,847 $2.55 Million
Q4 2021 Jan 24, 2022	SELL	$103.68 - $120.11 $81,699 - $94,646	-788 Reduced 3.61%	21,057 $2.53 Million
Q3 2021 Oct 21, 2021	BUY	$103.12 - $113.01 $110,854 - $121,485	1,075 Added 5.18%	21,845 $2.25 Million
Q2 2021 Jul 29, 2021	BUY	$95.16 - $107.21 $124,564 - $140,337	1,309 Added 6.73%	20,770 $2.15 Million
Q1 2021 May 13, 2021	BUY	$83.36 - $94.33 $217,069 - $245,635	2,604 Added 15.45%	19,461 $1.82 Million
Q4 2020 Jan 22, 2021	BUY	$77.92 - $88.18 $23,921 - $27,071	307 Added 1.85%	16,857 $1.46 Million
Q3 2020 Oct 14, 2020	BUY	$77.74 - $85.51 $155,790 - $171,362	2,004 Added 13.78%	16,550 $1.34 Million
Q2 2020 Aug 06, 2020	BUY	$66.23 - $88.56 $34,836 - $46,582	526 Added 3.75%	14,546 $1.17 Million
Q1 2020 Apr 30, 2020	SELL	$58.79 - $103.07 $17,578 - $30,817	-299 Reduced 2.09%	14,020 $1.01 Million
Q4 2019 Feb 14, 2020	BUY	$92.6 - $98.07 $1.33 Million - $1.4 Million	14,319 New	14,319 $1.37 Million

Others Institutions Holding PSR

# of Institutions

Shares Held

356K

Call Options Held

Put Options Held

View Full List

About INVESCO ACTIVELY

Ticker PSR
Sector ETFs
Industry ETFs

More about PSR

Track This Portfolio

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.

Account

Avantax Advisory Services, Inc. Invesco Actively Transaction History