Avantax Planning Partners, Inc. Spdr Portfolio Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$49.54 - $53.39 $3,616 - $3,897	-73 Reduced 0.53%	13,798 $707,000
Q1 2024 May 02, 2024	BUY	$47.16 - $53.34 $7,781 - $8,801	165 Added 1.2%	13,871 $739,000
Q4 2023 Feb 09, 2024	SELL	$40.76 - $49.2 $611 - $738	-15 Reduced 0.11%	13,706 $667,000
Q3 2023 Nov 03, 2023	SELL	$43.23 - $47.8 $52,351 - $57,885	-1,211 Reduced 8.11%	13,721 $600,000
Q2 2023 Jul 17, 2023	BUY	$42.21 - $45.89 $84 - $91	2 Added 0.01%	14,932 $685,000
Q1 2023 Apr 20, 2023	SELL	$41.67 - $47.74 $416 - $477	-10 Reduced 0.07%	14,930 $656,000
Q4 2022 Feb 09, 2023	SELL	$39.32 - $45.21 $78 - $90	-2 Reduced 0.01%	14,940 $634,000
Q3 2022 Oct 14, 2022	BUY	$38.55 - $46.17 $154 - $184	4 Added 0.03%	14,942 $576,000
Q2 2022 Jul 18, 2022	SELL	$38.67 - $47.45 $348 - $427	-9 Reduced 0.06%	14,938 $593,000
Q1 2022 May 09, 2022	BUY	$44.15 - $50.14 $441 - $501	10 Added 0.07%	14,947 $705,000
Q4 2021 Jan 28, 2022	SELL	$46.63 - $50.95 $652 - $713	-14 Reduced 0.09%	14,937 $743,000
Q3 2021 Oct 27, 2021	BUY	$45.05 - $48.67 $1,441 - $1,557	32 Added 0.21%	14,951 $690,000
Q2 2021 Aug 10, 2021	SELL	$45.87 - $48.58 $183 - $194	-4 Reduced 0.03%	14,919 $704,000
Q1 2021 May 06, 2021	SELL	$39.79 - $47.1 $43,251 - $51,197	-1,087 Reduced 6.79%	14,923 $683,000
Q4 2020 Feb 04, 2021	BUY	$33.07 - $40.57 $330 - $405	10 Added 0.06%	16,010 $647,000
Q3 2020 Oct 28, 2020	SELL	$30.67 - $34.54 $67,259 - $75,746	-2,193 Reduced 12.05%	16,000 $522,000
Q2 2020 Jul 15, 2020	SELL	$23.46 - $34.21 $22,779 - $33,217	-971 Reduced 5.07%	18,193 $569,000
Q1 2020 Apr 27, 2020	SELL	$21.39 - $37.02 $226,434 - $391,893	-10,586 Reduced 35.58%	19,164 $485,000
Q4 2019 Jan 15, 2020	SELL	$32.63 - $36.43 $14,226 - $15,883	-436 Reduced 1.44%	29,750 $1.08 Million
Q3 2019 Nov 08, 2019	SELL	$33.7 - $34.71 $29,993 - $30,891	-890 Reduced 2.86%	30,186 $1.02 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-1,326 Reduced 4.09%	31,076 $1.06 Million
Q1 2019 May 08, 2019	SELL	N/A	-60,345 Reduced 65.06%	32,402 $1.08 Million
Q4 2018 Feb 14, 2019	BUY	N/A	92,747 New	92,747 $2.73 Million

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# of Institutions

656

Shares Held

188M

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