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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 |
|
|---|---|---|---|---|---|---|
| 151 |
HWAM
151
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| – | -$509K | -26,038 | Closed |
|
| 152 |
HF
152
HRT Financial
New York
| – | -$360K | -18,464 | Closed |
|
| 153 |
153
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$260K | -12,918 | Closed |
|
| 154 |
154
ProShare Advisors
Bethesda,
Maryland
| – | -$211K | -10,820 | Closed |
|
| 155 |
EFS
155
Econ Financial Services
Harrisburg,
Pennsylvania
| – | -$126K | -6,424 | Closed |
|
| 156 |
ACM
156
Aquatic Capital Management
Chicago,
Illinois
| – | -$6K | -300 | Closed |
|
| 157 |
157
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -200 | Closed |
|
| 158 |
BAM
158
Byrne Asset Management
Kingston,
New Jersey
| – | -$2K | -100 | Closed |
|
| 159 |
S
159
SignatureFD
Atlanta,
Georgia
| – | -$2K | -100 | Closed |
|
| 160 |
TFO
160
Tarbox Family Office
Newport Beach,
California
| – | -$1K | -43 | Closed |
|
| 161 |
MAM
161
Meeder Asset Management
Dublin,
Ohio
| – | +$18 | +1 | New |
|