Avantax Planning Partners, Inc. Workiva Inc Transaction History
Avantax Planning Partners, Inc.
- $3.45 Billion
- Q3 2025
A detailed history of Avantax Planning Partners, Inc. transactions in Workiva Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 16,640 shares of WK stock, worth $1.51 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,640
Previous 16,640
-0.0%
Holding current value
$1.51 Million
Previous $1.14 Million
25.72%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding WK
# of Institutions
345Shares Held
48.5MCall Options Held
112KPut Options Held
47.8K-
Vanguard Group Inc Valley Forge, PA6.28MShares$572 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.24MShares$386 Million0.01% of portfolio
-
Eminence Capital, LP New York, NY3.72MShares$339 Million4.3% of portfolio
-
Macquarie Group LTD Australia, C31.74MShares$159 Million0.18% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.59MShares$145 Million0.08% of portfolio
About WORKIVA INC
- Ticker WK
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,456,200
- Market Cap $4.41B
- Description
- Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company offers Workiva platform that offers controlled collaboration, data linking, data integrations, granular permissions, process management, and full audit trail services; and provides tools that enables customers t...