CM
AVTA

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

Crestline Management’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
Q3 		– Sell
-10,000
Closed -$114K – 212
2020
Q2 		$114K Buy
+10,000
New +$126K 0.02% 154

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