Avantax Advisory Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Avantax Advisory Services, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$29.9 - $32.38 $341,906 - $370,265	-11,435 Reduced 64.05%	6,419 $207,000
Q3 2023 Nov 07, 2023	SELL	$29.82 - $30.52 $23,110 - $23,653	-775 Reduced 4.16%	17,854 $544,000
Q2 2023 Aug 11, 2023	BUY	$28.53 - $29.87 $23,851 - $24,971	836 Added 4.7%	18,629 $556,000
Q1 2023 Apr 28, 2023	BUY	$27.18 - $28.52 $11,442 - $12,006	421 Added 2.42%	17,793 $507,000
Q4 2022 Feb 13, 2023	BUY	$26.08 - $27.7 $453,061 - $481,204	17,372 New	17,372 $473,000

1.26M

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.