AVANTAX PLANNING PARTNERS, INC. – Schwab U.S. TIPS ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$1.83M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.67% | 237 shares | -128K | $51.8 | 35.42K |
| Q2 2022 | share | 0.00% | 0 shares | -173K | $55.8 | 35.18K | |
| Q1 2022 | share | Increase | +2.53% | 868 shares | -22K | $60.71 | 35.18K |
| Q4 2021 | share | Increase | 0.00% | 34.31K shares | 2.15M | $62.99 | 34.31K |