A detailed history of Avantax Planning Partners, Inc. transactions in Workiva Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 17,746 shares of WK stock, worth $1.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,746
Previous 17,746 -0.0%
Holding current value
$1.7 Million
Previous $1.3 Million 8.26%
% of portfolio
0.05%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$82.01 - $99.48 $738 - $895
-9 Reduced 0.05%
17,746 $1.5 Million
Q4 2023

Feb 09, 2024

BUY
$85.16 - $104.4 $766 - $939
9 Added 0.05%
17,755 $1.8 Million
Q3 2023

Nov 03, 2023

BUY
$96.5 - $112.52 $1.71 Million - $2 Million
17,746 New
17,746 $1.8 Million
Q1 2022

May 09, 2022

SELL
$93.64 - $128.13 $154,506 - $211,414
-1,650 Closed
0 $0
Q4 2021

Jan 28, 2022

BUY
$125.96 - $160.85 $207,834 - $265,402
1,650 New
1,650 $215,000
Q4 2017

Feb 09, 2018

SELL
$20.65 - $22.9 $564,405 - $625,902
-27,332 Closed
0 $0
Q3 2017

Oct 19, 2017

BUY
$19.0 - $20.9 $519,308 - $571,238
27,332
27,332 $570,000

Others Institutions Holding WK

About WORKIVA INC


  • Ticker WK
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,456,200
  • Market Cap $4.63B
  • 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...
More about WK
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