Avantax Planning Partners, Inc. John Hancock Multifactor Finls Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 15, 2020	SELL	$26.22 - $37.21 $271,245 - $384,937	-10,345 Closed	0 $0
Q4 2019 Jan 15, 2020	SELL	$36.72 - $41.85 $33,745 - $38,460	-919 Reduced 8.16%	10,345 $426,000
Q3 2019 Nov 08, 2019	SELL	$36.01 - $39.51 $124,990 - $137,139	-3,471 Reduced 23.56%	11,264 $433,000
Q2 2019 Aug 07, 2019	SELL	$35.91 - $38.15 $885,791 - $941,046	-24,667 Reduced 62.6%	14,735 $566,000
Q1 2019 May 08, 2019	BUY	$30.9 - $36.43 $459,019 - $541,167	14,855 Added 60.52%	39,402 $1.39 Million
Q4 2018 Feb 14, 2019	SELL	$29.33 - $37.54 $3,519 - $4,504	-120 Reduced 0.49%	24,547 $769,000
Q3 2018 Nov 13, 2018	SELL	$35.92 - $38.61 $628,348 - $675,404	-17,493 Reduced 41.49%	24,667 $918,000
Q2 2018 Aug 13, 2018	SELL	$35.9 - $38.25 $36,833 - $39,244	-1,026 Reduced 2.38%	42,160 $1.53 Million
Q1 2018 May 15, 2018	SELL	$36.13 - $39.6 $52,280 - $57,301	-1,447 Reduced 3.24%	43,186 $1.6 Million
Q4 2017 Feb 09, 2018	SELL	$34.58 - $37.15 $465,101 - $499,667	-13,450 Reduced 23.16%	44,633 $1.64 Million
Q3 2017 Oct 19, 2017	BUY	$33.81 - $34.35 $1.96 Million - $2 Million	58,083	58,083 $2 Million

Others Institutions Holding JHMF

# of Institutions

1

Shares Held

65

Call Options Held

0

Put Options Held

0

Agf Investments LLC Boston, MA

65
Shares

$0
0.0% of portfolio

About JOHN HANCOCK MULTIFACTOR FINLS

Ticker JHMF
Sector ETFs
Industry ETFs
Market Cap $15.3M

More about JHMF

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