AWM
AVTA

Abound Wealth Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Abound Wealth Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13
Closed -$333 – 1414
2023
Q3 		$333 Hold
13
– – ﹤0.01% 974
2023
Q2 		$291 Buy
+13
New +$291 ﹤0.01% 1064