AAS
NVEE

Avantax Advisory Services’s NV5 Global NVEE Stock Holding History

Avantax Advisory Services’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$230K Sell
9,949
-5,652
-36% -$131K ﹤0.01% 2110
2025
Q1 		$301K Buy
15,601
+5,360
+52% +$103K ﹤0.01% 1825
2024
Q4 		$193K Sell
10,241
-5,707
-36% -$108K ﹤0.01% 2061
2024
Q3 		$373K Sell
15,948
-200
-1% -$4.67K ﹤0.01% 1605
2024
Q2 		$375K Buy
+16,148
New +$375K ﹤0.01% 1552