Avantax Planning Partners, Inc. Spdr Bloomberg Investment Grad Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 19,584 shares of FLRN stock, worth $601,424. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,584

Previous 51,837 62.22%

Holding current value

$601,424

Previous $1.6 Million 62.23%

% of portfolio

0.02%

Previous 0.05%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$30.55 - $30.85 $985,329 - $995,005	-32,253 Reduced 62.22%	19,584 $604,000
Q2 2024 Aug 09, 2024	SELL	$30.69 - $30.88 $2.44 Million - $2.45 Million	-79,359 Reduced 60.49%	51,837 $1.6 Million
Q1 2024 May 02, 2024	SELL	$30.59 - $30.83 $135,880 - $136,946	-4,442 Reduced 3.27%	131,196 $4.04 Million
Q4 2023 Feb 09, 2024	SELL	$30.49 - $30.71 $1.37 Million - $1.38 Million	-44,855 Reduced 24.85%	135,638 $4.15 Million
Q3 2023 Nov 03, 2023	SELL	$30.51 - $30.73 $67.9 Million - $68.4 Million	-2,224,643 Reduced 92.5%	180,493 $5.54 Million
Q2 2023 Jul 17, 2023	SELL	$30.33 - $30.69 $1.88 Million - $1.9 Million	-61,994 Reduced 2.51%	2,405,136 $73.8 Million
Q1 2023 Apr 20, 2023	SELL	$29.96 - $30.68 $53.2 Million - $54.4 Million	-1,774,608 Reduced 41.84%	2,467,130 $75.1 Million
Q4 2022 Feb 09, 2023	SELL	$30.19 - $30.41 $3.99 Million - $4.02 Million	-132,254 Reduced 3.02%	4,241,738 $129 Million
Q3 2022 Oct 14, 2022	SELL	$30.11 - $30.44 $3.34 Million - $3.37 Million	-110,856 Reduced 2.47%	4,373,992 $133 Million
Q2 2022 Jul 18, 2022	SELL	$30.11 - $30.51 $6.17 Million - $6.25 Million	-204,760 Reduced 4.37%	4,484,848 $135 Million
Q1 2022 May 09, 2022	BUY	$30.36 - $30.62 $771,417 - $778,023	25,409 Added 0.54%	4,689,608 $143 Million
Q4 2021 Jan 28, 2022	BUY	$30.56 - $30.65 $2.95 Million - $2.96 Million	96,518 Added 2.11%	4,664,199 $143 Million
Q3 2021 Oct 27, 2021	BUY	$30.62 - $30.66 $1.52 Million - $1.53 Million	49,787 Added 1.1%	4,567,681 $140 Million
Q2 2021 Aug 10, 2021	BUY	$30.6 - $30.67 $1.74 Million - $1.75 Million	57,006 Added 1.28%	4,517,894 $138 Million
Q1 2021 May 06, 2021	BUY	$30.6 - $30.66 $9.69 Million - $9.71 Million	316,678 Added 7.64%	4,460,888 $137 Million
Q4 2020 Feb 04, 2021	BUY	$30.56 - $30.61 $2.04 Million - $2.04 Million	66,637 Added 1.63%	4,144,210 $127 Million
Q3 2020 Oct 28, 2020	BUY	$30.45 - $30.6 $5.11 Million - $5.13 Million	167,653 Added 4.29%	4,077,573 $125 Million
Q2 2020 Jul 15, 2020	SELL	$29.44 - $30.48 $1.3 Million - $1.35 Million	-44,324 Reduced 1.12%	3,909,920 $119 Million
Q1 2020 Apr 27, 2020	BUY	$26.27 - $30.83 $4.93 Million - $5.79 Million	187,849 Added 4.99%	3,954,244 $116 Million
Q4 2019 Jan 15, 2020	BUY	$30.67 - $30.78 $3.13 Million - $3.14 Million	102,008 Added 2.78%	3,766,395 $116 Million
Q3 2019 Nov 08, 2019	BUY	$30.69 - $30.76 $1.83 Million - $1.84 Million	59,790 Added 1.66%	3,664,387 $113 Million
Q2 2019 Aug 07, 2019	BUY	N/A	166,149 Added 4.83%	3,604,597 $111 Million
Q1 2019 May 08, 2019	BUY	N/A	209,695 Added 6.49%	3,438,448 $106 Million
Q4 2018 Feb 14, 2019	BUY	N/A	11,201 Added 0.35%	3,228,753 $98.1 Million
Q3 2018 Nov 13, 2018	BUY	N/A	174,523 Added 5.74%	3,217,552 $99.1 Million
Q2 2018 Aug 13, 2018	BUY	N/A	160,221 Added 5.56%	3,043,029 $93.6 Million
Q1 2018 May 15, 2018	BUY	N/A	181,583 Added 6.72%	2,882,808 $88.6 Million
Q4 2017 Feb 09, 2018	BUY	N/A	57,924 Added 2.19%	2,701,225 $82.8 Million
Q3 2017 Oct 19, 2017	BUY	N/A	2,643,301	2,643,301 $81.3 Million

Others Institutions Holding FLRN

# of Institutions

335

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

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Avantax Planning Partners, Inc. Spdr Bloomberg Investment Grad Transaction History