RCG
AVTA

Rock Creek Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Rock Creek Group’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
Q1 		– Sell
-2,742
Closed -$70K – 207
2022
Q4 		$70K Sell
2,742
-15,390
-85% -$393K 0.01% 124
2022
Q3 		$351K Buy
+18,132
New +$351K 0.05% 74