Franklin Resources’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-21,507	Closed	-$550K	–	2749
2023 Q3	$550K	Sell	21,507 -2,233	-9%	-$57.1K	﹤0.01%	1863
2023 Q2	$531K	Buy	+23,740	New	+$531K	﹤0.01%	1935