AAS
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Avantax Advisory Services’s Klaviyo KVYO Stock Holding History

Avantax Advisory Services’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$333K Buy
9,915
+885
+10% +$29.7K ﹤0.01% 1833
2025
Q1 		$273K Buy
+9,030
New +$273K ﹤0.01% 1896