Moran Wealth Management, LLC

SEC CIK: 0001965334
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

AVTA holding history

Avantax, Inc. in every 13F filed by Moran Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVTA overview All 13F holders of AVTA Full Q2 2026 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of AVTA by Moran Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−12,020−100.0%	Sold out	Holders
Q1 2023	12,020	$316.4K	<0.1%	−3,348−21.8%	Reduced	Holders
Q4 2022	15,368	$392.3K	<0.1%	–	No prior filing	Holders