Avantax Planning Partners, Inc. Schwab Strategic Tr 1000 Index Transaction History

Avantax Planning Partners, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 10, 2021	SELL	$39.89 - $42.66 $1.85 Million - $1.98 Million	-46,401 Closed	0 $0
Q1 2021 May 06, 2021	SELL	$36.87 - $39.72 $165,730 - $178,541	-4,495 Reduced 8.83%	46,401 $1.83 Million
Q3 2020 Oct 28, 2020	SELL	$30.53 - $35.25 $1.15 Million - $1.33 Million	-37,741 Reduced 42.58%	50,896 $1.68 Million
Q1 2019 May 08, 2019	SELL	N/A	-49,828 Reduced 35.99%	88,637 $2.47 Million
Q4 2018 Feb 14, 2019	BUY	N/A	138,465 New	138,465 $3.4 Million

176

34.9M

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