Avantax Planning Partners, Inc. Ishares Agency Bond ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-551 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	551 New	551 $61,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,663 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	1,663 New	1,663 $186,000

Others Institutions Holding AGZ

# of Institutions

151

Shares Held

4.8M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

752K
Shares

$81.4 Million
10.39% of portfolio
Stifel Financial Corp St. Louis, MO

352K
Shares

$38.1 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

314K
Shares

$34 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

211K
Shares

$22.8 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.3 Million
0.01% of portfolio

About ISHARES AGENCY BOND ETF

Ticker AGZ
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