A detailed history of Avantax Planning Partners, Inc. transactions in Federated Hermes, Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 8,040 shares of FHI stock, worth $307,932. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,040
Previous 7,000 14.86%
Holding current value
$307,932
Previous $257,000 28.4%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$36.01 - $43.31 $37,450 - $45,042
1,040 Added 14.86%
8,040 $330,000
Q1 2024

May 02, 2024

BUY
$33.27 - $36.43 $232,890 - $255,010
7,000 New
7,000 $252,000
Q4 2018

Feb 14, 2019

SELL
$22.17 - $27.13 $11,351 - $13,890
-512 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$22.37 - $25.17 $11,453 - $12,887
512 New
512 $12,000
Q2 2018

Aug 13, 2018

SELL
$22.96 - $33.33 $14,533 - $21,097
-633 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$31.87 - $36.51 $20,173 - $23,110
633 New
633 $21,000

Others Institutions Holding FHI

About FEDERATED HERMES, INC.


  • Ticker FHI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 89,132,704
  • Market Cap $3.41B
  • Description
  • Federated Hermes, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipa...
More about FHI
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