Avantax Planning Partners, Inc. First Tr Tactical High Yield L 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
Q4 2018 Feb 14, 2019	SELL	$44.51 - $47.86 $137,758 - $148,126	-3,095 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$47.08 - $47.96 $145,712 - $148,436	3,095 New	3,095 $148,000

Others Institutions Holding HYLS

# of Institutions

222

Shares Held

32M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$284 Million
0.54% of portfolio
Morgan Stanley New York, NY

5.31M
Shares

$222 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.18M
Shares

$133 Million
0.06% of portfolio
First Trust Advisors LP Wheaton, IL

2.8M
Shares

$117 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

2.09M
Shares

$87.2 Million
0.02% of portfolio

About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
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