Avantax Advisory Services, Inc. Svb Financial Group Transaction History

Avantax Advisory Services, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 01, 2022	SELL	$21.04 - $436.17 $63 - $1,308	-3 Reduced 0.34%	883 $296,000
Q2 2022 Aug 02, 2022	SELL	$389.13 - $547.75 $184,836 - $260,181	-475 Reduced 34.9%	886 $350,000
Q1 2022 Apr 27, 2022	SELL	$494.35 - $737.77 $96,398 - $143,865	-195 Reduced 12.53%	1,361 $765,000
Q4 2021 Jan 24, 2022	BUY	$637.64 - $755.03 $74,603 - $88,338	117 Added 8.13%	1,556 $1.06 Million
Q3 2021 Oct 21, 2021	BUY	$534.95 - $674.41 $201,676 - $254,252	377 Added 35.5%	1,439 $931,000
Q2 2021 Jul 29, 2021	BUY	$483.33 - $606.83 $177,865 - $223,313	368 Added 53.03%	1,062 $594,000
Q1 2021 May 13, 2021	BUY	$386.16 - $551.63 $4,633 - $6,619	12 Added 1.76%	694 $339,000
Q4 2020 Jan 22, 2021	BUY	$245.3 - $387.83 $167,294 - $264,500	682 New	682 $266,000

150K

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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

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