Avantax Planning Partners, Inc. Nuveen Esg Emerging Markets Eq Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$26.49 - $29.09 $11,894 - $13,061	-449 Reduced 1.56%	28,283 $810,000
Q1 2024 May 02, 2024	BUY	$25.32 - $28.02 $6,330 - $7,005	250 Added 0.88%	28,732 $790,000
Q4 2023 Feb 09, 2024	BUY	$24.95 - $26.96 $474 - $512	19 Added 0.07%	28,482 $767,000
Q3 2023 Nov 03, 2023	SELL	$25.87 - $29.01 $63,200 - $70,871	-2,443 Reduced 7.9%	28,463 $746,000
Q2 2023 Jul 17, 2023	SELL	$25.93 - $28.28 $130,713 - $142,559	-5,041 Reduced 14.02%	30,906 $844,000
Q1 2023 Apr 20, 2023	BUY	$25.2 - $28.78 $22,654 - $25,873	899 Added 2.57%	35,947 $965,000
Q4 2022 Feb 09, 2023	SELL	$22.51 - $26.52 $52,470 - $61,818	-2,331 Reduced 6.24%	35,048 $891,000
Q3 2022 Oct 14, 2022	BUY	$23.42 - $27.79 $8,033 - $9,531	343 Added 0.93%	37,379 $875,000
Q2 2022 Jul 18, 2022	SELL	$26.53 - $31.52 $3,077 - $3,656	-116 Reduced 0.31%	37,036 $1.01 Million
Q1 2022 May 09, 2022	SELL	$28.03 - $33.44 $240,217 - $286,580	-8,570 Reduced 18.74%	37,152 $1.13 Million
Q4 2021 Jan 28, 2022	BUY	$31.33 - $35.42 $87,222 - $98,609	2,784 Added 6.48%	45,722 $1.48 Million
Q3 2021 Oct 27, 2021	BUY	$33.36 - $36.83 $50,573 - $55,834	1,516 Added 3.66%	42,938 $1.45 Million
Q2 2021 Aug 10, 2021	BUY	$34.23 - $37.26 $31,662 - $34,465	925 Added 2.28%	41,422 $1.54 Million
Q1 2021 May 06, 2021	BUY	$33.8 - $38.11 $336,512 - $379,423	9,956 Added 32.6%	40,497 $1.42 Million
Q4 2020 Feb 04, 2021	SELL	$28.41 - $33.45 $36,336 - $42,782	-1,279 Reduced 4.02%	30,541 $1.02 Million
Q3 2020 Oct 28, 2020	SELL	$25.09 - $29.07 $6,949 - $8,052	-277 Reduced 0.86%	31,820 $903,000
Q2 2020 Jul 15, 2020	BUY	$20.12 - $25.42 $441,654 - $557,994	21,951 Added 216.35%	32,097 $802,000
Q1 2020 Apr 27, 2020	BUY	$18.95 - $28.05 $33,674 - $49,844	1,777 Added 21.23%	10,146 $213,000
Q4 2019 Jan 15, 2020	BUY	$24.57 - $27.65 $205,626 - $231,402	8,369 New	8,369 $229,000

Others Institutions Holding NUEM

# of Institutions

102

Shares Held

8.75M

Call Options Held

0

Put Options Held

0

Tiaa, Fsb St. Louis, MO

1.66M
Shares

$48.5 Million
0.16% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.37M
Shares

$40.1 Million
0.13% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

1.05M
Shares

$30.7 Million
4.89% of portfolio
Wealthfront Advisers LLC

949K
Shares

$27.8 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

456K
Shares

$13.3 Million
0.0% of portfolio

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