Avantax Planning Partners, Inc. ISHARES TR Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Oct 28, 2020
SELL
N/A
-26,734 Closed
0 $0
Q1 2020

Apr 27, 2020
SELL
N/A
-7,665 Reduced 22.28%
26,734 $678,000
Q4 2019

Jan 15, 2020
BUY
N/A
528 Added 1.56%
34,399 $878,000
Q3 2019

Nov 08, 2019
BUY
N/A
1,368 Added 4.21%
33,871 $865,000
Q1 2019

May 08, 2019
BUY
N/A
32,503 New
32,503 $829,000
Q4 2018

Feb 14, 2019
SELL
N/A
-20,603 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
20,603 New
20,603 $522,000
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