Avantax Advisory Services, Inc. Innovator Laddered Fund Of U.S Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Innovator Laddered Fund Of U.S stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 28,256 shares of KOCT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

28,256

Previous 26,542 6.46%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	N/A	1,714 Added 6.46%	28,256 $0
Q3 2024 Nov 13, 2024	BUY	N/A	1,433 Added 5.71%	26,542 $0
Q2 2024 Aug 09, 2024	SELL	N/A	-89 Reduced 0.35%	25,109 $0
Q1 2024 May 08, 2024	SELL	N/A	-1,415 Reduced 5.32%	25,198 $0
Q4 2023 Feb 07, 2024	SELL	N/A	-49,919 Reduced 65.23%	26,613 $0
Q3 2023 Nov 07, 2023	BUY	N/A	6,030 Added 8.55%	76,532 $0
Q2 2023 Aug 11, 2023	BUY	N/A	2,833 Added 4.19%	70,502 $0
Q1 2023 Apr 28, 2023	BUY	N/A	716 Added 1.07%	67,669 $0
Q4 2022 Feb 13, 2023	BUY	N/A	31,913 Added 91.08%	66,953 $0
Q3 2022 Nov 01, 2022	BUY	N/A	16,700 Added 91.06%	35,040 $847,000
Q2 2022 Aug 02, 2022	BUY	N/A	9,175 Added 100.11%	18,340 $443,000
Q1 2022 Apr 27, 2022	BUY	N/A	479 Added 5.51%	9,165 $243,000
Q4 2021 Jan 24, 2022	BUY	N/A	8,686 New	8,686 $238,000
Q4 2020 Jan 22, 2021	SELL	N/A	-28,492 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	N/A	28,492 New	28,492 $684,000

Others Institutions Holding KOCT

# of Institutions

Shares Held

2.38M

Call Options Held

Put Options Held

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About INNOVATOR LADDERED FUND OF U.S

Ticker KOCT

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Avantax Advisory Services, Inc. Innovator Laddered Fund Of U.S Transaction History