PCM
AVTA

PenderFund Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

PenderFund Capital Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-42,064
Closed -$1.46M – 131
2023
Q3 		$1.46M Buy
+42,064
New +$1.46M 0.44% 36