Avantax Planning Partners, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	SELL	$75.52 - $76.97 $2.32 Million - $2.37 Million	-30,766 Reduced 87.19%	4,519 $341,000
Q1 2023 Apr 20, 2023	SELL	$74.67 - $76.76 $82.9 Million - $85.2 Million	-1,109,861 Reduced 96.92%	35,285 $2.7 Million
Q4 2022 Feb 09, 2023	SELL	$74.07 - $75.87 $505,157 - $517,433	-6,820 Reduced 0.59%	1,145,146 $86.2 Million
Q3 2022 Oct 14, 2022	SELL	$74.52 - $77.47 $6.29 Million - $6.54 Million	-84,371 Reduced 6.82%	1,151,966 $86.2 Million
Q2 2022 Jul 18, 2022	BUY	$75.68 - $77.74 $1.02 Million - $1.05 Million	13,522 Added 1.11%	1,236,337 $94.9 Million
Q1 2022 May 09, 2022	BUY	$77.66 - $80.73 $95 Million - $98.7 Million	1,222,815 New	1,222,815 $95.3 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-266 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	266 New	266 $21,000
Q2 2018 Aug 13, 2018	SELL	N/A	-369 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	369 New	369 $29,000

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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