Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2019

May 08, 2019

SELL
N/A
-12,843 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
N/A
2,597 Added 25.35%
12,843 $322,000
Q1 2018

May 15, 2018

BUY
N/A
10,246 New
10,246 $257,000
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.