AVANTAX PLANNING PARTNERS, INC. – Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$335.84M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.95% | -182.73K shares | -23.71M | $55.81 | 6.01M |
| Q2 2022 | share | Decrease | -4.10% | -264.85K shares | -124.16M | $57.99 | 6.20M |
| Q1 2022 | share | Increase | +0.60% | 38.43K shares | -42.46M | $74.82 | 6.46M |
| Q4 2021 | share | Decrease | -0.31% | -9.86K shares | 48.86M | $165.03 | 3.21M |
| Q3 2021 | share | Increase | +0.38% | 12.21K shares | 8.64M | $148.09 | 3.22M |
| Q2 2021 | share | Increase | +1.18% | 37.6K shares | 56.83M | $145.82 | 3.21M |
| Q1 2021 | share | Decrease | -14.35% | -531.66K shares | -63.92M | $129.53 | 3.17M |
| Q4 2020 | share | Increase | 0.00% | 3.70M shares | 475.76M | $128.03 | 3.70M |
| Q4 2018 | share | Decrease | -1.93% | -70.44K shares | -52.59M | $67.65 | 3.57M |
| Q3 2018 | share | Increase | +0.35% | 12.83K shares | 23.73M | $80.25 | 3.64M |
| Q2 2018 | share | Increase | +2.60% | 92.14K shares | 21.39M | $74 | 3.63M |
| Q1 2018 | share | Increase | +0.81% | 28.49K shares | 5.55M | $69.87 | 3.54M |
| Q4 2017 | share | Decrease | -16.27% | -682.79K shares | -28.80M | $68.76 | 3.51M |
| Q3 2017 | share | Increase | +1.92% | 79.24K shares | 17.05M | $64.09 | 4.19M |
| Q2 2017 | share | Increase | +2.84% | 113.70K shares | 18.07M | $61.1 | 4.11M |
| Q1 2017 | share | Increase | +0.94% | 37.22K shares | 20.69M | $58.31 | 4.00M |
| Q4 2016 | share | Increase | 0.00% | 3.96M shares | 221.43M | $53.7 | 3.96M |