AAS
WK icon

Avantax Advisory Services’s Workiva WK Stock Holding History

Avantax Advisory Services’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,867
Closed -$218K – 2443
2025
Q1 		$218K Buy
2,867
+846
+42% +$64.2K ﹤0.01% 2053
2024
Q4 		$221K Buy
+2,021
New +$221K ﹤0.01% 1994