Inactive Instrument

Avantax, Inc.

AVTA

US0952291005

Investment Management & Fund Operators

Avantax, Inc. acquired Summit Wealth Advocates LLC.

August 09, 2023

Avantax, Inc. (NasdaqGS:AVTA) acquired Summit Wealth Advocates LLC on August 10, 2023.

Avantax, Inc. (NasdaqGS:AVTA) completed the acquisition of Summit Wealth Advocates LLC on August 10, 2023.

Latest news about Avantax, Inc.

Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P 600 Financials	11-30	CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Capital Markets Select Industry Index	11-30	CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P 600	11-30	CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Composite 1500	11-30	CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Global BMI Index	11-30	CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P 1000	11-30	CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P TMI Index	11-30	CI
Carlyle Group's Shares Rise as Company to Replace ICU Medical in S&P MidCap 400 Index	11-28	MT
Carlyle Group to Replace ICU Medical in S&P MidCap 400 Index	11-28	MT
Cetera Holdings Completes Acquisition of Avantax	11-27	MT
Avantax, Inc.(NasdaqGS:AVTA) dropped from NASDAQ Composite Index	11-27	CI
Aretec Group, Inc. completed the acquisition of Avantax, Inc. from a group of shareholders.	11-26	CI
Declaration of Voting Results by Avantax	11-21	CI
Avantax, Inc. Announces Management Resignations	11-13	CI
Avantax, Inc. Announces Resignation of Marc Mehlman, Chief Financial Officer	11-13	CI
Avantax, Inc. Announces Step Down of Christopher Walters, Chief Executive Officer	11-13	CI
Tranche Update on Avantax, Inc.'s Equity Buyback Plan announced on December 19, 2022.	11-06	CI
Avantax, Inc. Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2023	11-06	CI
Earnings Flash (AVTA) AVANTAX Reports Q3 Revenue $192.3M	11-06	MT
Earnings Flash (AVTA) AVANTAX Reports Q3 EPS $0.36	11-06	MT
North American Morning Briefing : Lower Treasury -2-	31/10/23	DJ
Barrington Research Downgrades Avantax to Market Perform From Outperform	12/09/23	MT
Cantor Fitzgerald Downgrades Avantax to Neutral From Overweight, Adjusts Price Target to $26 From $27	12/09/23	MT
North American Morning Briefing : Stock Futures -2-	12/09/23	DJ
Financials Up Ahead of Inflation Data -- Financials Roundup	11/09/23	DJ

Avantax, Inc. is a provider of integrated tax-focused wealth management services and platforms. Its integrated tax-focused wealth management services consist of the operations of Avantax Wealth Management and Avantax Planning Partners. Avantax Wealth Management provides tax-focused wealth management solutions for financial professionals, tax professionals, CPA firms and their clients. Avantax Wealth Management offers its services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a United States tax-focused independent broker-dealer. Avantax Planning Partners is an in-house/employee-based RIA, insurance agency and wealth management business that partners with certified public accounting (CPA) firms in order to provide their consumer and small business clients with holistic financial planning and advisory services, as well as retirement plan solutions through Avantax Retirement Plan Services.

Sector

Investment Management & Fund Operators

Calendar

06/08/2024 - Q2 2024 Earnings Release (Projected)

More about the company

Sector Wealth Management

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Wealth Management

Avantax, Inc.

Equities

AVTA

US0952291005

Investment Management & Fund Operators

Avantax, Inc. acquired Summit Wealth Advocates LLC.

Latest news about Avantax, Inc.

Chart Avantax, Inc.

Company Profile

Sector Wealth Management