GLA
AVTA

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

Great Lakes 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
-203,999
Closed -$5.22M – 824
2023
Q3 		$5.22M Buy
203,999
+19,922
+11% +$510K 0.05% 307
2023
Q2 		$4.12M Buy
184,077
+11,056
+6% +$247K 0.04% 362
2023
Q1 		$4.55M Buy
+173,021
New +$4.55M 0.04% 382