CA
AVTA

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

Crewe 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
2023
Q4 		– Sell
-5
Closed -$128 – 724
2023
Q3 		$128 Sell
5
-1
-17% -$26 ﹤0.01% 512
2023
Q2 		$135 Buy
+6
New +$135 ﹤0.01% 795