Avantax Planning Partners, Inc. Invesco Exchange Traded Fd Tr Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 30,940 shares of PRF stock, worth $1.26 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

30,940

Previous 34,640 10.68%

Holding current value

$1.26 Million

Previous $1.31 Million 4.34%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$37.33 - $40.63 $138,121 - $150,331	-3,700 Reduced 10.68%	30,940 $1.26 Million
Q1 2024 May 02, 2024	BUY	$34.62 - $38.47 $36,351 - $40,393	1,050 Added 3.13%	34,640 $1.33 Million
Q3 2023 Nov 03, 2023	BUY	$31.76 - $166.28 $869,430 - $4.55 Million	27,375 Added 440.47%	33,590 $1.07 Million
Q1 2023 Apr 20, 2023	SELL	$149.47 - $165.35 $80,713 - $89,289	-540 Reduced 7.99%	6,215 $974,000
Q4 2022 Feb 09, 2023	SELL	$28.1 - $163.61 $13,235 - $77,060	-471 Reduced 6.52%	6,755 $1.05 Million
Q3 2022 Oct 14, 2022	BUY	$27.75 - $164.89 $5,494 - $32,648	198 Added 2.82%	7,226 $1 Million
Q4 2021 Jan 28, 2022	BUY	$159.9 - $171.95 $1.12 Million - $1.21 Million	7,028 New	7,028 $1.21 Million

Others Institutions Holding PRF

# of Institutions

527

Shares Held

131M

Call Options Held

Put Options Held

200

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About INVESCO EXCHANGE-TRADED FD TR

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Avantax Planning Partners, Inc. Invesco Exchange Traded Fd Tr Transaction History