Avantax Planning Partners, Inc. Digital Realty Trust, Inc. Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Digital Realty Trust, Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,173 shares of DLR stock, worth $421,605. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,173

Previous 2,158 0.7%

Holding current value

$421,605

Previous $328,000 7.01%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$144.47 - $162.98 $2,167 - $2,444	15 Added 0.7%	2,173 $351,000
Q1 2024 May 02, 2024	SELL	$130.83 - $153.71 $27,081 - $31,817	-207 Reduced 8.75%	2,158 $310,000
Q4 2023 Feb 09, 2024	SELL	$115.15 - $138.78 $17,963 - $21,649	-156 Reduced 6.19%	2,365 $318,000
Q3 2023 Nov 03, 2023	SELL	$113.8 - $132.11 $105,834 - $122,862	-930 Reduced 26.95%	2,521 $305,000
Q2 2023 Jul 17, 2023	BUY	$86.49 - $113.87 $41,428 - $54,543	479 Added 16.12%	3,451 $392,000
Q1 2023 Apr 20, 2023	BUY	$91.42 - $119.92 $80,998 - $106,249	886 Added 42.47%	2,972 $292,000
Q4 2022 Feb 09, 2023	BUY	$89.68 - $112.43 $6,008 - $7,532	67 Added 3.32%	2,086 $209,000
Q3 2022 Oct 14, 2022	BUY	$23.5 - $136.93 $8,131 - $47,377	346 Added 20.68%	2,019 $200,000
Q2 2022 Jul 18, 2022	SELL	$124.57 - $152.67 $11,585 - $14,198	-93 Reduced 5.27%	1,673 $217,000
Q1 2022 May 09, 2022	BUY	$132.23 - $175.09 $24,330 - $32,216	184 Added 11.63%	1,766 $250,000
Q4 2021 Jan 28, 2022	BUY	$139.73 - $176.87 $4,471 - $5,659	32 Added 2.06%	1,582 $280,000
Q3 2021 Oct 27, 2021	SELL	$144.45 - $168.0 $722 - $840	-5 Reduced 0.32%	1,550 $224,000
Q2 2021 Aug 10, 2021	BUY	$141.26 - $163.94 $219,659 - $254,926	1,555 New	1,555 $234,000
Q4 2020 Feb 04, 2021	SELL	$128.09 - $159.06 $196,874 - $244,475	-1,537 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$139.19 - $161.1 $213,935 - $247,610	1,537 New	1,537 $226,000
Q1 2020 Apr 27, 2020	SELL	$107.9 - $143.34 $196,485 - $261,022	-1,821 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$113.71 - $135.74 $4,775 - $5,701	42 Added 2.36%	1,821 $218,000
Q2 2019 Aug 07, 2019	BUY	$112.8 - $124.88 $1,917 - $2,122	17 Added 0.96%	1,779 $214,000
Q1 2019 May 08, 2019	BUY	$101.83 - $119.64 $179,424 - $210,805	1,762 New	1,762 $210,000
Q4 2018 Feb 14, 2019	SELL	$102.41 - $116.9 $26,012 - $29,692	-254 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$111.52 - $124.3 $28,326 - $31,572	254 New	254 $29,000
Q2 2018 Aug 13, 2018	SELL	$100.99 - $111.58 $193,294 - $213,564	-1,914 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$97.95 - $114.15 $14,790 - $17,236	-151 Reduced 7.31%	1,914 $202,000
Q4 2017 Feb 09, 2018	SELL	$109.31 - $123.88 $11,805 - $13,379	-108 Reduced 4.97%	2,065 $235,000
Q3 2017 Oct 19, 2017	BUY	$111.82 - $126.04 $242,984 - $273,884	2,173	2,173 $257,000

Others Institutions Holding DLR

# of Institutions

1,226

Shares Held

302M

Call Options Held

2.54M

Put Options Held

3.25M

View Full List

About DIGITAL REALTY TRUST, INC.

Ticker DLR
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 287,508,992
Market Cap $55.8B
Description
Digital Realty supports the world's leading enterprises and service providers by delivering the full spectrum of data center, colocation and interconnection solutions. PlatformDIGITALR, the company's global data center platform, provides customers a trusted foundation and proven Pervasive Datacenter Architecture PDxTM solution methodology for sc...

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Avantax Planning Partners, Inc. Digital Realty Trust, Inc. Transaction History