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AVTA
Avantax, Inc. Common Stock
AVTA
AVTA
Delisted
AVTA was delisted on the 27th of November, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 226 |
FMP
226
Financial Management Professionals
Austin,
Texas
| – | -$11K | -283 | Closed |
|
| 227 |
227
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$9K | -227 | Closed |
|
| 228 |
PCM
228
Prelude Capital Management
New York
| – | -$9K | -213 | Closed |
|
| 229 |
MCM
229
MV Capital Management
Bethesda,
Maryland
| – | -$8K | -191 | Closed |
|
| 230 |
FQ
230
First Quadrant
Glendale,
California
| – | -$4K | -111 | Closed |
|
| 231 |
231
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -103 | Closed |
|
| 232 |
VFA
232
Valeo Financial Advisors
Carmel,
Indiana
| – | -$2K | -72 | Closed |
|
| 233 |
WSTAM
233
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$2K | -41 | Closed |
|
| 234 |
KJWM
234
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$1K | -30 | Closed |
|
| 235 |
PO
235
Private Ocean
San Rafael,
California
| – | -$1K | -30 | Closed |
|
| 236 |
JA
236
JOYN Advisors
Atlanta,
Georgia
| – | -$184 | -6 | -46% |
|
| 237 |
AF
237
Advisornet Financial
Minnetonka,
Minnesota
| – | +$306 | +10 | New |
|
| 238 |
238
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$306 | +10 | New |
|