Avantax Planning Partners, Inc. Vanguard S&P Mid Cap 400 Growt Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-463 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	463 New	463 $67,000
Q2 2018 Aug 13, 2018	SELL	N/A	-188 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	188 New	188 $25,000

Others Institutions Holding IVOG

# of Institutions

138

Shares Held

2.95M

Call Options Held

0

Put Options Held

0

Mariner, LLC Overland Park, KS

688K
Shares

$84.8 Million
0.14% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$23.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

173K
Shares

$21.4 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

145K
Shares

$17.9 Million
2.07% of portfolio
Stordahl Capital Management, Inc.

139K
Shares

$17.2 Million
3.78% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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