Avantax Planning Partners, Inc. Msci Eafe Value ETF Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 87,153 shares of EFV stock, worth $5.2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

87,153

Previous 92,896 6.18%

Holding current value

$5.2 Million

Previous $5.34 Million 14.45%

% of portfolio

0.17%

Previous 0.19%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$51.78 - $57.15 $297,372 - $328,212	-5,743 Reduced 6.18%	87,153 $4.57 Million
Q3 2024 Nov 13, 2024	SELL	$51.72 - $57.96 $5.76 Million - $6.45 Million	-111,305 Reduced 54.51%	92,896 $5.34 Million
Q2 2024 Aug 09, 2024	BUY	$52.34 - $56.41 $72,176 - $77,789	1,379 Added 0.68%	204,201 $10.8 Million
Q1 2024 May 02, 2024	SELL	$50.46 - $54.5 $24,725 - $26,705	-490 Reduced 0.24%	202,822 $11 Million
Q4 2023 Feb 09, 2024	BUY	$46.57 - $52.25 $1.94 Million - $2.18 Million	41,681 Added 25.79%	203,312 $10.6 Million
Q3 2023 Nov 03, 2023	BUY	$47.71 - $51.06 $339,981 - $363,853	7,126 Added 4.61%	161,631 $7.91 Million
Q2 2023 Jul 17, 2023	BUY	$47.6 - $50.24 $33,177 - $35,017	697 Added 0.45%	154,505 $7.56 Million
Q1 2023 Apr 20, 2023	BUY	$45.61 - $50.02 $3,420 - $3,751	75 Added 0.05%	153,808 $7.46 Million
Q4 2022 Feb 09, 2023	BUY	$38.5 - $46.73 $4.81 Million - $5.84 Million	124,867 Added 432.57%	153,733 $7.05 Million
Q3 2022 Oct 14, 2022	SELL	$38.45 - $45.24 $3.68 Million - $4.33 Million	-95,627 Reduced 76.81%	28,866 $1.11 Million
Q2 2022 Jul 18, 2022	BUY	$43.33 - $50.78 $4.57 Million - $5.35 Million	105,410 Added 552.38%	124,493 $5.4 Million
Q1 2022 May 09, 2022	SELL	$45.64 - $53.35 $2.68 Million - $3.14 Million	-58,818 Reduced 75.5%	19,083 $959,000
Q4 2021 Jan 28, 2022	BUY	$48.8 - $52.57 $3.8 Million - $4.1 Million	77,901 New	77,901 $3.93 Million
Q1 2021 May 06, 2021	SELL	$46.93 - $51.65 $574,423 - $632,196	-12,240 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$38.61 - $47.72 $94,324 - $116,579	2,443 Added 24.94%	12,240 $578,000
Q3 2020 Oct 28, 2020	BUY	$39.83 - $42.77 $22,304 - $23,951	560 Added 6.06%	9,797 $395,000
Q2 2020 Jul 15, 2020	SELL	$33.95 - $43.67 $5,126 - $6,594	-151 Reduced 1.61%	9,237 $369,000
Q1 2020 Apr 27, 2020	BUY	$30.99 - $50.45 $216 - $353	7 Added 0.07%	9,388 $335,000
Q4 2019 Jan 15, 2020	BUY	$45.9 - $50.59 $11,612 - $12,799	253 Added 2.77%	9,381 $468,000
Q3 2019 Nov 08, 2019	SELL	$43.89 - $48.71 $208,433 - $231,323	-4,749 Reduced 34.22%	9,128 $432,000
Q2 2019 Aug 07, 2019	BUY	$46.67 - $50.58 $116,114 - $125,843	2,488 Added 21.85%	13,877 $668,000
Q1 2019 May 08, 2019	BUY	$44.87 - $49.81 $159,512 - $177,074	3,555 Added 45.38%	11,389 $557,000
Q4 2018 Feb 14, 2019	BUY	$43.66 - $52.0 $167,960 - $200,044	3,847 Added 96.49%	7,834 $354,000
Q3 2018 Nov 13, 2018	BUY	$49.68 - $52.91 $198,074 - $210,952	3,987 New	3,987 $207,000
Q2 2018 Aug 13, 2018	SELL	$50.85 - $56.38 $118,277 - $131,139	-2,326 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$53.17 - $59.57 $123,673 - $138,559	2,326 New	2,326 $127,000

Others Institutions Holding EFV

# of Institutions

1,097

Shares Held

320M

Call Options Held

Put Options Held

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About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Msci Eafe Value ETF Transaction History