Avantax Planning Partners, Inc. SENIOR HSG PPTYS TR Transaction History

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2019

Aug 07, 2019
SELL
N/A
-11,034 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
9,984 Added 950.86%
11,034 $129,000
Q3 2018

Nov 13, 2018
BUY
N/A
1,050 New
1,050 $18,000
Q2 2018

Aug 13, 2018
SELL
N/A
-9,280 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-2,432 Reduced 20.77%
9,280 $145,000
Q4 2017

Feb 09, 2018
SELL
N/A
-679 Reduced 5.48%
11,712 $224,000
Q3 2017

Oct 19, 2017
BUY
N/A
12,391
12,391 $242,000
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