Avantax Advisory Services’s Interactive Brokers IBKR Stock Holding History

Avantax Advisory Services’s Portfolio IBKR Stock Details IBKR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.12M	Sell
2025 Q1	$1.02M	Buy
2024 Q4	$986K	Sell
2024 Q3	$793K	Buy
2024 Q2	$649K	Buy
2024 Q1	$236K	Buy