CWA
AVTA

Constellation Wealth Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Constellation Wealth Advisors’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-10,000
Closed -$185K – 201
2013
Q2 		$185K Buy
+10,000
New +$185K 0.02% 182