MWM
AVTA

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

Moran Wealth Management’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
Q2 		– Sell
-12,020
Closed -$316K – 430
2023
Q1 		$316K Sell
12,020
-3,348
-22% -$88.1K 0.01% 327
2022
Q4 		$392K Buy
+15,368
New +$392K 0.01% 313