Avantax Planning Partners, Inc. Victory Portfolios Ii Shs Us 5 Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 27, 2020	SELL	$36.19 - $58.24 $170,093 - $273,728	-4,700 Closed	0 $0
Q1 2019 May 08, 2019	BUY	N/A	4,700 New	4,700 $236,000

Others Institutions Holding CFA

# of Institutions

69

Shares Held

3.79M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

737K
Shares

$63.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

442K
Shares

$37.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

283K
Shares

$24.3 Million
0.01% of portfolio
Comerica Bank

278K
Shares

$23.9 Million
0.1% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

251K
Shares

$21.5 Million
0.03% of portfolio

About VICTORY PORTFOLIOS II SHS US 5

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