Avantax Planning Partners’s Flex FLEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$845K	Hold
2025 Q2	$728K	Hold
2025 Q1	$482K	Sell
2024 Q4	$561K	Hold
2024 Q3	$489K	Sell
2024 Q2	$466K	Sell
2024 Q1	$456K	Buy
2018 Q4	–	Sell
2018 Q3	$4K	Buy