Avantax Planning Partners, Inc. AMERICAN CENTY ETF TR Transaction History

Avantax Planning Partners, Inc.

  • $3.11 Billion
  • Q2 2025
Number of Shares
4,631
Previous 5,618 17.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
N/A
-987 Reduced 17.57%
4,631 $0
Q1 2025

Apr 28, 2025
BUY
N/A
5,618 New
5,618 $0
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email