Avantax Advisory Services, Inc. Legg Mason ETF Invt Tr Westn A Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$20.3 - $20.9 $324 - $334	16 Added 0.16%	10,148 $207,000
Q1 2023 Apr 28, 2023	BUY	$19.92 - $21.28 $201,829 - $215,608	10,132 New	10,132 $210,000
Q3 2022 Nov 01, 2022	SELL	$19.36 - $21.83 $25,168 - $28,378	-1,300 Reduced 8.06%	14,820 $287,000
Q2 2022 Aug 02, 2022	SELL	$20.43 - $22.76 $292,435 - $325,786	-14,314 Reduced 47.03%	16,120 $339,000
Q1 2022 Apr 27, 2022	BUY	$22.67 - $26.08 $4,284 - $4,929	189 Added 0.62%	30,434 $697,000

Q4 2021 Jan 24, 2022	SELL	$26.2 - $27.0 $15,536 - $16,011	-593 Reduced 1.92%	30,245 $793,000
Q3 2021 Oct 21, 2021	BUY	$26.95 - $27.45 $173,692 - $176,915	6,445 Added 26.42%	30,838 $831,000
Q2 2021 Jul 29, 2021	BUY	$26.89 - $27.43 $16,994 - $17,335	632 Added 2.66%	24,393 $665,000
Q1 2021 May 13, 2021	BUY	$26.71 - $28.14 $149,469 - $157,471	5,596 Added 30.81%	23,761 $639,000
Q4 2020 Jan 22, 2021	SELL	$28.05 - $28.86 $554,324 - $570,331	-19,762 Reduced 52.11%	18,165 $514,000
Q3 2020 Oct 14, 2020	BUY	$28.07 - $28.78 $1.06 Million - $1.09 Million	37,927 New	37,927 $1.08 Million

Others Institutions Holding WBND

# of Institutions

1

Shares Held

0

Call Options Held

0

Put Options Held

0

Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

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