Avantax Advisory Services, Inc. First Exc Trd Viii Cboe Vest U Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 8,714 shares of DJAN stock, worth $369,822. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,714

Previous 7,093 22.85%

Holding current value

$369,822

Previous $269,000 30.48%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$36.05 - $40.34 $58,437 - $65,391	1,621 Added 22.85%	8,714 $351,000
Q1 2025 May 06, 2025	SELL	$37.69 - $39.76 $101,989 - $107,590	-2,706 Reduced 27.62%	7,093 $269,000
Q4 2024 Feb 07, 2025	SELL	$38.01 - $39.08 $50,059 - $51,468	-1,317 Reduced 11.85%	9,799 $382,000
Q3 2024 Nov 13, 2024	SELL	$36.35 - $38.17 $189,528 - $199,018	-5,214 Reduced 31.93%	11,116 $424,000
Q2 2024 Aug 09, 2024	SELL	$35.18 - $37.15 $8,443 - $8,916	-240 Reduced 1.45%	16,330 $606,000

Q1 2024 May 08, 2024	BUY	$34.51 - $36.05 $104,496 - $109,159	3,028 Added 22.36%	16,570 $597,000
Q3 2023 Nov 07, 2023	SELL	$32.3 - $33.22 $104,974 - $107,965	-3,250 Reduced 19.35%	13,542 $438,000
Q1 2023 Apr 28, 2023	BUY	$30.08 - $31.14 $505,103 - $522,902	16,792 New	16,792 $522,000

Others Institutions Holding DJAN

# of Institutions

115

Shares Held

4.92M

Call Options Held

Put Options Held

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About FIRST EXC-TRD VIII CBOE VEST U

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Avantax Advisory Services, Inc. First Exc Trd Viii Cboe Vest U Transaction History