AFG
AVTA

Atomi Financial Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Atomi Financial Group’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
Q3 		– Sell
-31,694
Closed -$709K – 388
2023
Q2 		$709K Sell
31,694
-5,602
-15% -$125K 0.32% 95
2023
Q1 		$982K Buy
+37,296
New +$982K 0.55% 46