Avantax Advisory Services, Inc. Spdr S&P Regional Banking ETF Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 7,225 shares of KRE stock, worth $466,951. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,225

Previous 8,837 18.24%

Holding current value

$466,951

Previous $500,000 12.8%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$54.6 - $68.9 $88,015 - $111,066	-1,612 Reduced 18.24%	7,225 $436,000
Q3 2024 Nov 13, 2024	SELL	$47.94 - $59.23 $42,570 - $52,596	-888 Reduced 9.13%	8,837 $500,000
Q2 2024 Aug 09, 2024	BUY	$45.75 - $51.19 $15,189 - $16,995	332 Added 3.53%	9,725 $477,000
Q1 2024 May 08, 2024	SELL	$46.83 - $53.0 $108,692 - $123,013	-2,321 Reduced 19.81%	9,393 $472,000
Q4 2023 Feb 07, 2024	BUY	$38.57 - $53.82 $240,329 - $335,352	6,231 Added 113.64%	11,714 $614,000
Q3 2023 Nov 07, 2023	SELL	$40.59 - $49.04 $242,159 - $292,572	-5,966 Reduced 52.11%	5,483 $229,000
Q2 2023 Aug 11, 2023	BUY	$36.08 - $44.59 $188,337 - $232,759	5,220 Added 83.8%	11,449 $467,000
Q1 2023 Apr 28, 2023	BUY	$42.24 - $64.79 $71,174 - $109,171	1,685 Added 37.08%	6,229 $273,000
Q4 2022 Feb 13, 2023	BUY	$56.83 - $65.49 $56,489 - $65,097	994 Added 28.0%	4,544 $266,000
Q3 2022 Nov 01, 2022	SELL	$56.83 - $68.54 $182,310 - $219,876	-3,208 Reduced 47.47%	3,550 $209,000
Q2 2022 Aug 02, 2022	SELL	$56.85 - $68.24 $17,623 - $21,154	-310 Reduced 4.39%	6,758 $393,000
Q1 2022 Apr 27, 2022	BUY	$67.01 - $78.78 $258,993 - $304,484	3,865 Added 120.67%	7,068 $488,000
Q4 2021 Jan 24, 2022	BUY	$66.81 - $75.45 $213,992 - $241,666	3,203 New	3,203 $227,000

Others Institutions Holding KRE

# of Institutions

648

Shares Held

71.5M

Call Options Held

39.3M

Put Options Held

81.9M

View Full List

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
Sector ETFs
Industry ETFs

More about KRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Spdr S&P Regional Banking ETF Transaction History