Avantax Advisory Services, Inc. Purchases in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVNA
Carvana Co.

Consumer Cyclical
1.11K
New
$175.8 - $260.8 $195K - $289K
1.11K $225K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.08K
+ 5.5%
$42.33 - $43.3 $342K - $350K
155K $6.6M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
5.66K
New
$39.65 - $43.4 $225K - $246K
5.66K $225K
WBS
Webster Financial Corp

Financial Services
4.08K
New
$44.33 - $62.82 $181K - $256K
4.08K $225K
FCFS
First Cash Holdings, Inc.

Financial Services
3.19K
+ 33.82%
$100.54 - $114.86 $320K - $366K
12.6K $1.31M
PTC
Ptc Inc.

Technology
1.21K
New
$175.97 - $201.89 $213K - $245K
1.21K $223K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.58K
+ 10.81%
$105.45 - $117.99 $272K - $305K
26.5K $2.81M
WTW
Willis Towers Watson PLC

Financial Services
717
New
$287.99 - $332.53 $206K - $238K
717 $223K
GBCI
Glacier Bancorp, Inc.

Financial Services
4.43K
New
$44.09 - $58.89 $195K - $261K
4.43K $222K
FORM
Formfactor Inc

Technology
5.99K
+ 27.93%
$37.74 - $48.72 $226K - $292K
27.4K $1.21M
WK
Workiva Inc

Technology
2.02K
New
$76.11 - $114.78 $154K - $232K
2.02K $221K
ALL
Allstate Corp

Financial Services
749
+ 3.21%
$181.25 - $208.2 $136K - $156K
24.1K $4.64M
FTSD
Franklin ETF Tr Liberty Short

ETFs
2.43K
New
$89.95 - $90.89 $218K - $221K
2.43K $219K
ORI
Old Republic International Corp

Financial Services
6.07K
New
$34.4 - $38.98 $209K - $237K
6.07K $219K
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.71K
+ 42.01%
$60.24 - $63.08 $223K - $234K
12.5K $759K
JBL
Jabil Inc

Technology
1.18K
+ 58.47%
$118.97 - $147.77 $141K - $175K
3.2K $460K
AMP
Ameriprise Financial Inc

Financial Services
139
+ 6.09%
$473.15 - $574.01 $65.8K - $79.8K
2.42K $1.29M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.62K
New
$107.98 - $143.92 $175K - $233K
1.62K $217K
IRMD
Iradimed Corp

Healthcare
3.95K
New
$48.3 - $57.35 $191K - $226K
3.95K $217K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
21.4K
New
N/A
21.4K $217K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
13.4K
New
$15.84 - $17.86 $213K - $240K
13.4K $216K
GLBE
Global E Online Ltd.

Consumer Cyclical
3.97K
New
$35.95 - $57.07 $143K - $226K
3.97K $216K
FVD
First Tr Value Line Divid Inde

ETFs
26.8K
+ 5.19%
$43.4 - $46.7 $1.16M - $1.25M
544K $23.7M
MYRG
Myr Group Inc.

Industrials
1.45K
New
$102.56 - $168.18 $149K - $244K
1.45K $215K
ORCL
Oracle Corp

Technology
3.58K
+ 3.48%
$165.41 - $192.43 $592K - $689K
106K $17.7M
CELH
Celsius Holdings, Inc.

Consumer Defensive
8.16K
New
$25.66 - $34.91 $209K - $285K
8.16K $214K
LRN
Stride, Inc.

Consumer Defensive
2.06K
New
$64.04 - $110.79 $132K - $228K
2.06K $214K
DFAU
Dimensional ETF Tr

ETFs
5.28K
New
$39.27 - $42.38 $207K - $224K
5.28K $213K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
12.4K
+ 12.84%
$15.9 - $17.05 $197K - $211K
109K $1.81M
HURN
Huron Consulting Group Inc.

Industrials
1.71K
New
$103.48 - $129.83 $177K - $222K
1.71K $212K
SITM
Sitime Corp

Technology
980
New
$168.25 - $261.03 $165K - $256K
980 $210K
JETS
ETF Ser Solutions U S Global J

ETFs
8.28K
New
$20.04 - $25.93 $166K - $215K
8.28K $209K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
6.97K
+ 5.71%
$54.15 - $58.81 $377K - $410K
129K $7M
SANM
Sanmina Corp

Technology
475
+ 1.98%
$65.07 - $83.88 $30.9K - $39.8K
24.4K $1.85M
UTHR
United Therapeutics Corp

Healthcare
592
New
$348.66 - $410.0 $206K - $243K
592 $208K
INFA
Informatica Inc.

Technology
8K
New
$23.96 - $27.39 $192K - $219K
8K $207K
HYD
Vaneck High Yield Muni ETF

ETFs
4.15K
+ 56.91%
$51.09 - $53.06 $212K - $220K
11.4K $594K
USXF
Ishares Esg Advanced Msci Usa

Technology
3.75K
+ 12.1%
$48.45 - $52.57 $182K - $197K
34.8K $1.73M
AIZ
Assurant, Inc.

Financial Services
965
New
$186.6 - $228.68 $180K - $221K
965 $205K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2.78K
New
$58.32 - $85.45 $162K - $237K
2.78K $205K
BYD
Boyd Gaming Corp

Consumer Cyclical
2.82K
New
$62.5 - $75.64 $176K - $213K
2.82K $204K
APD
Air Products & Chemicals, Inc.

Basic Materials
2.28K
+ 3.83%
$285.5 - $335.62 $652K - $766K
61.8K $17.9M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6.45K
+ 3.97%
$134.53 - $150.65 $868K - $972K
169K $22.9M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.39K
New
$55.58 - $62.6 $189K - $212K
3.39K $203K
IYR
Ishares Tr

ETFs
3.74K
+ 22.56%
$90.74 - $102.87 $340K - $385K
20.3K $1.89M
PMF
Pimco Municipal Income Fund

Financial Services
52.6K
+ 26.14%
$8.88 - $10.38 $467K - $546K
254K $2.28M
CLH
Clean Harbors Inc

Industrials
871
New
$228.61 - $263.39 $199K - $229K
871 $200K
DXCM
Dexcom Inc

Healthcare
1.84K
+ 34.43%
$65.68 - $81.01 $121K - $149K
7.18K $558K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
5.69K
New
$34.64 - $35.72 $197K - $203K
5.69K $200K
Activity Summary
Buys All Purchases 1350 New Holdings 188 Increased Positions 1162 Sells All Sells 792 Reductions 792 Sold out 0 Options Calls 0 Puts 0
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