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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 |
|
|---|---|---|---|---|---|---|
| 176 |
GT
176
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$219K | -14,403 | Closed |
|
| 177 |
177
LPL Financial
San Diego,
California
| – | -$178K | -11,755 | Closed |
|
| 178 |
CS
178
Comerica Securities
Detroit,
Michigan
| – | -$177K | -11,588 | Closed |
|
| 179 |
179
KBC Group
Brussels,
Belgium
| – | -$109K | -7,183 | Closed |
|
| 180 |
HR
180
Howe & Rusling
Rochester,
New York
| – | -$49K | -3,205 | Closed |
|
| 181 |
181
BNP Paribas Financial Markets
Paris,
France
| – | -$34.9K | -2,287 | Closed |
|
| 182 |
PTC
182
Private Trust Company
Cleveland,
Ohio
| – | -$30K | -1,990 | Closed |
|
| 183 |
TDC
183
Thompson Davis & Co
Richmond,
Virginia
| – | -$4K | -250 | Closed |
|
| 184 |
AIM
184
Advantage Investment Management
Cedar Rapids,
Iowa
| – | +$44 | +3 | New |
|