Avantax Advisory Services, Inc. Spdr Ser Tr Russell 1000 Core Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 8,191 shares of ONEY stock, worth $917,392. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,191

Previous 8,320 1.55%

Holding current value

$917,392

Previous $908,000 2.42%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$95.52 - $109.98 $12,322 - $14,187	-129 Reduced 1.55%	8,191 $886,000
Q1 2025 May 06, 2025	SELL	$106.44 - $113.12 $26,184 - $27,827	-246 Reduced 2.87%	8,320 $908,000
Q4 2024 Feb 07, 2025	SELL	$108.28 - $117.54 $1,840 - $1,998	-17 Reduced 0.2%	8,566 $932,000
Q3 2024 Nov 13, 2024	BUY	$102.5 - $112.27 $10,762 - $11,788	105 Added 1.24%	8,583 $962,000
Q2 2024 Aug 09, 2024	SELL	$102.32 - $108.08 $45,430 - $47,987	-444 Reduced 4.98%	8,478 $879,000

Q1 2024 May 08, 2024	BUY	$97.18 - $108.66 $80,465 - $89,970	828 Added 10.23%	8,922 $969,000
Q4 2023 Feb 07, 2024	BUY	$86.22 - $101.67 $8,794 - $10,370	102 Added 1.28%	8,094 $815,000
Q3 2023 Nov 07, 2023	BUY	$90.79 - $100.57 $725,593 - $803,755	7,992 New	7,992 $730,000

Others Institutions Holding ONEY

# of Institutions

114

Shares Held

6.91M

Call Options Held

Put Options Held

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About SPDR SER TR RUSSELL 1000 CORE

Ticker ONEY
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Avantax Advisory Services, Inc. Spdr Ser Tr Russell 1000 Core Transaction History