Avantax Planning Partners’s Federated Hermes FHI Stock Holding History

Avantax Planning Partners’s Portfolio FHI Stock Details FHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$364K	Sell
2025 Q2	$356K	Buy
2025 Q1	$285K	Sell
2024 Q4	$331K	Buy
2024 Q3	$257K	Hold
2024 Q2	$230K	Hold
2024 Q1	$253K	Buy
2018 Q4	–	Sell
2018 Q3	$12K	Buy
2018 Q2	–	Sell
2018 Q1	$21K	Buy