Avantax Planning Partners, Inc. First Tr Exchange Traded Fd Ii Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 722,201 shares of FMB stock, worth $36.7 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
722,201
Previous 914,244
21.01%
Holding current value
$36.7 Million
Previous $46.7 Million
19.61%
% of portfolio
1.35%
Previous 1.51%
Shares
19 transactions
Others Institutions Holding FMB
# of Institutions
310Shares Held
30.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.13MShares$159 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.51MShares$127 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.45MShares$124 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$88.1 Million0.01% of portfolio
-
Ubs Group Ag1.67MShares$84.8 Million0.02% of portfolio