Avantax, Inc.
AVTADelisted Nov 27, 2023- Industry
- Finance Services
- SEC CIK
- 0001068875
Avantax, Inc. was delisted on Nov 27, 2023; its insiders filed their last Form 4 on Nov 29, 2023; 161 institutions reported holding it in 13F filings for Q3 2023, worth $835.0M in total; no superinvestor held it.
Q1 2025 vs. Q4 2024
How the institutions holding Avantax, Inc. changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 2 | 2 | 0 |
| Shares | 101 | 101 | 0 (0.0%) |
| Value | $26 | $26 | $0 (0.0%) |
New holders (0)
Institutions that held Avantax, Inc. at the end of Q1 2025 but not at the end of Q4 2024.
None.
Sold out (0)
Institutions that held Avantax, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.
None.