Avantax Planning Partners, Inc. Vanguard Total World Stk Index Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$104.94 - $113.51 $924,941 - $1 Million	-8,814 Reduced 62.01%	5,400 $608,000
Q1 2024 May 02, 2024	BUY	$100.68 - $110.5 $12,887 - $14,144	128 Added 0.91%	14,214 $1.57 Million
Q4 2022 Feb 09, 2023	BUY	$78.67 - $91.07 $683,327 - $791,034	8,686 Added 160.85%	14,086 $1.21 Million
Q4 2021 Jan 28, 2022	SELL	$101.45 - $109.23 $111,189 - $119,716	-1,096 Reduced 16.87%	5,400 $580,000
Q2 2021 Aug 10, 2021	BUY	$98.57 - $104.51 $108,032 - $114,542	1,096 Added 20.3%	6,496 $673,000
Q4 2020 Feb 04, 2021	SELL	$78.99 - $92.58 $78 - $92	-1 Reduced 0.02%	5,400 $500,000
Q3 2020 Oct 28, 2020	SELL	$75.3 - $85.07 $18,975 - $21,437	-252 Reduced 4.46%	5,401 $436,000
Q2 2020 Jul 15, 2020	BUY	$60.03 - $78.43 $15,187 - $19,842	253 Added 4.69%	5,653 $423,000
Q2 2018 Aug 13, 2018	BUY	N/A	4,628 Added 599.48%	5,400 $396,000
Q1 2018 May 15, 2018	BUY	N/A	772 New	772 $57,000

Others Institutions Holding VT

# of Institutions

1,001

Shares Held

88.9M

Call Options Held

149K

Put Options Held

44.9K

Texas Treasury Safekeeping Trust CO Austin, TX

11.8M
Shares

$1.44 Billion
50.12% of portfolio
Cambridge Associates LLC Boston, MA

4.18M
Shares

$510 Million
18.74% of portfolio
Morgan Stanley New York, NY

4.04M
Shares

$493 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$297 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

2.41M
Shares

$294 Million
4.91% of portfolio

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