Lazard Asset Management’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	-1,778	Closed	-$45K	–	2557
2023 Q3	$45K	Buy	+1,778	New	+$45K	﹤0.01%	1892
2016 Q2	–	Sell	-1,362	Closed	-$7K	–	1116
2016 Q1	$7K	Buy	+1,362	New	+$7K	﹤0.01%	976