Avantax Advisory Services, Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 1,816 shares of GRID stock, worth $227,308. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,816

Holding current value

$227,308

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$109.73 - $121.69 $199,269 - $220,989	1,816 New	1,816 $209,000
Q2 2023 Aug 11, 2023	SELL	$94.41 - $105.64 $62,216 - $69,616	-659 Reduced 19.99%	2,637 $277,000
Q1 2023 Apr 28, 2023	SELL	$87.19 - $97.66 $3,226 - $3,613	-37 Reduced 1.11%	3,296 $321,000
Q4 2022 Feb 13, 2023	BUY	$73.72 - $93.58 $30,888 - $39,210	419 Added 14.38%	3,333 $290,000
Q3 2022 Nov 01, 2022	SELL	$75.24 - $92.07 $451 - $552	-6 Reduced 0.21%	2,914 $219,000
Q2 2022 Aug 02, 2022	SELL	$76.95 - $95.23 $153 - $190	-2 Reduced 0.07%	2,920 $226,000
Q1 2022 Apr 27, 2022	BUY	$83.69 - $103.52 $244,542 - $302,485	2,922 New	2,922 $275,000
Q1 2021 May 13, 2021	SELL	$80.63 - $88.15 $277,770 - $303,676	-3,445 Closed	0 $0
Q4 2020 Jan 22, 2021	SELL	$63.82 - $81.0 $56,799 - $72,090	-890 Reduced 20.53%	3,445 $280,000
Q3 2020 Oct 14, 2020	BUY	$54.6 - $65.43 $236,691 - $283,639	4,335 New	4,335 $273,000

Others Institutions Holding GRID

# of Institutions

256

Shares Held

7.55M

Call Options Held

Put Options Held

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About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
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Avantax Advisory Services, Inc. First Tr Nasdaq Clean Edge Sma Transaction History