Avantax Advisory Services, Inc. Pacer Fds Tr Trendpilot Fd Fds Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 28, 2023	SELL	$26.08 - $28.17 $224,496 - $242,487	-8,608 Reduced 47.43%	9,541 $261,000
Q4 2022 Feb 13, 2023	SELL	$25.93 - $27.41 $119,952 - $126,798	-4,626 Reduced 20.31%	18,149 $473,000
Q3 2022 Nov 01, 2022	SELL	$26.48 - $27.91 $162,560 - $171,339	-6,139 Reduced 21.23%	22,775 $603,000
Q2 2022 Aug 02, 2022	SELL	$27.1 - $28.73 $70,460 - $74,698	-2,600 Reduced 8.25%	28,914 $788,000
Q1 2022 Apr 27, 2022	SELL	$28.46 - $31.45 $161,197 - $178,132	-5,664 Reduced 15.23%	31,514 $899,000
Q4 2021 Jan 24, 2022	BUY	$30.09 - $31.75 $197,179 - $208,057	6,553 Added 21.4%	37,178 $1.17 Million
Q3 2021 Oct 21, 2021	BUY	$29.94 - $31.19 $569,608 - $593,389	19,025 Added 164.01%	30,625 $923,000
Q2 2021 Jul 29, 2021	BUY	$29.26 - $30.42 $339,416 - $352,872	11,600 New	11,600 $349,000

Others Institutions Holding TRND

# of Institutions

24

Shares Held

1M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

528K
Shares

$17.5 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

162K
Shares

$5.35 Million
0.0% of portfolio
Financial Advocates Investment Management Olympia, WA

48.6K
Shares

$1.61 Million
0.09% of portfolio
Cambridge Investment Research Advisors, Inc.

45.1K
Shares

$1.49 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

39.8K
Shares

$1.32 Million
0.0% of portfolio

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