A detailed history of Avantax Planning Partners, Inc. transactions in Erie Indemnity CO stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 502 shares of ERIE stock, worth $195,398. This represents 0.01% of its overall portfolio holdings.

Number of Shares
502
Previous 1,244 59.65%
Holding current value
$195,398
Previous $450,000 40.0%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$356.56 - $544.84 $264,567 - $404,271
-742 Reduced 59.65%
502 $270,000
Q2 2024

Aug 09, 2024

BUY
$349.82 - $410.53 $36,381 - $42,695
104 Added 9.12%
1,244 $450,000
Q1 2024

May 02, 2024

BUY
$327.68 - $417.35 $373,555 - $475,779
1,140 New
1,140 $457,000
Q2 2018

Aug 13, 2018

SELL
$111.63 - $120.83 $3,683 - $3,987
-33 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$110.89 - $119.87 $3,659 - $3,955
33 New
33 $3,000

Others Institutions Holding ERIE

About ERIE INDEMNITY CO


  • Ticker ERIE
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 46,189,100
  • Market Cap $18B
  • Description
  • Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. The company provides sales, underwriting, policy issuance, and renewal services for the policyholders on behalf of the Erie Insurance Exchange. It also offers sales related services, including agent compensation...
More about ERIE
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