AvantaxAVTA
13F holders, Q1 2024 (March 31)2holders
$0.26avg. 13F price*
At the end of Q1 2024, 2 institutions reported holding Avantax Inc. (AVTA) in their 13F filings. The largest holders were Huntington National Bank ($26) and Ancora Advisors LLC ($0).
- Company
- Avantax Inc.
- CUSIP
- 095229100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 2 holders
| Huntington National Bank | 0.00% | No change | 1 | $26 |
| Ancora Advisors LLC | 0.00% | No change | 100 | $0 |
"% of holder's portfolio" is AVTA's weight in each manager's 13F, not the share of Avantax Inc. the manager owns.