Avantax Planning Partners, Inc.'s ownership history for JEPI

Avantax Planning Partners, Inc. currently holds 395.3K shares with a market value of $22.4M. It started holding JEPI on 2024-09-30. At its peak, it held 395.3K shares on 2026-03-31. Its highest holding value was $22.4M on 2026-03-31. At its lowest, it held 337.7K shares on 2024-09-30, with a value of $19.8M on 2024-12-31. In the recent 180 days, Avantax Planning Partners, Inc. has increased its shares by 6.6K. In the recent year, Avantax Planning Partners, Inc. has increased its shares by 33.1K.