CWM
AVTA

Concert Wealth Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Concert Wealth Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-45,224
Closed -$738K – 742
2015
Q2 		$738K Buy
+45,224
New +$738K 0.1% 276