CTA
AVTA

Carillon Tower Advisers’s Avantax, Inc. Common Stock AVTA Stock Holding History

Carillon Tower Advisers’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-108,836
Closed -$1.02M – 497
2020
Q3 		$1.02M Sell
108,836
-4,589
-4% -$50.8K 0.01% 434
2020
Q2 		$1.29M Sell
113,425
-3,900
-3% -$49K 0.01% 453
2020
Q1 		$1.41M Sell
117,325
-11,600
-9% -$224K 0.01% 425
2019
Q4 		$3.37M Sell
128,925
-4,400
-3% -$98.5K 0.02% 426
2019
Q3 		$2.88M Buy
133,325
+6,800
+5% +$171K 0.02% 436
2019
Q2 		$3.84M Buy
126,525
+2,575
+2% +$84.7K 0.03% 408
2019
Q1 		$4.14M Buy
+123,950
New +$3.61M 0.03% 398

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AA
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