Avantax Planning Partners, Inc. Spdr Portfolio Transaction History

Avantax Planning Partners, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 17, 2023	BUY	$54.76 - $61.01 $32,856 - $36,606	600 Added 7.97%	8,124 $495,000
Q1 2023 Apr 20, 2023	SELL	$49.61 - $55.36 $33,883 - $37,810	-683 Reduced 8.32%	7,524 $416,000
Q3 2022 Oct 14, 2022	BUY	$50.1 - $61.86 $411,170 - $507,685	8,207 New	8,207 $411,000
Q4 2018 Feb 14, 2019	SELL	N/A	-321 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	321 New	321 $12,000

1,094

279M

399K

203K

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.