Avantax Planning Partners, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Avantax Planning Partners, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$18.53 - $20.2 $684,220 - $745,885	-36,925 Reduced 75.52%	11,970 $239,000
Q1 2024 May 02, 2024	BUY	$19.39 - $20.93 $948,074 - $1.02 Million	48,895 New	48,895 $992,000
Q4 2018 Feb 14, 2019	SELL	N/A	-227 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	227 New	227 $9,000
Q2 2018 Aug 13, 2018	SELL	N/A	-226 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-14,008 Reduced 98.41%	226 $9,000
Q4 2017 Feb 09, 2018	BUY	N/A	16 Added 0.11%	14,234 $592,000
Q3 2017 Oct 19, 2017	BUY	N/A	14,218	14,218 $585,000

531

175M

22.2K

84.6K

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

Stay updated on Avantax Planning Partners, Inc. with notifications on news.