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
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
12.6K
+ 10.03%
$20.08 - $20.61 $254K - $261K
139K $2.79M
VIAV
Viavi Solutions Inc.

Technology
4.31K
+ 3.03%
$8.94 - $11.16 $38.5K - $48.1K
147K $1.48M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
9K
+ 2.72%
$11.34 - $12.27 $102K - $110K
340K $4.06M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
6.1K
+ 5.02%
$36.74 - $40.43 $224K - $246K
127K $4.7M
PAYX
Paychex Inc

Industrials
379
+ 1.62%
$135.86 - $148.73 $51.5K - $56.4K
23.8K $3.34M
VSAT
Viasat Inc

Technology
22.9K
New
$6.83 - $11.56 $156K - $265K
22.9K $194K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.73K
+ 57.25%
$30.04 - $32.01 $172K - $183K
15.7K $494K
AJG
Arthur J. Gallagher & Co.

Financial Services
513
+ 2.89%
$278.49 - $315.16 $143K - $162K
18.3K $5.19M
BMO
Bank Of Montreal

Financial Services
1.59K
+ 30.86%
$89.75 - $103.39 $143K - $164K
6.75K $654K
PCAR
Paccar Inc

Industrials
1.11K
+ 8.1%
$97.92 - $118.41 $108K - $131K
14.7K $1.53M
LDOS
Leidos Holdings, Inc.

Technology
2.16K
+ 33.28%
$143.17 - $201.39 $309K - $435K
8.65K $1.25M
VGLT
Vanguard Long Term Treasury Et

ETFs
8.5K
+ 18.66%
$55.1 - $61.74 $469K - $525K
54.1K $2.99M
ENFR
Alerian Energy Infrastructure

ETFs
1.71K
+ 3.7%
$28.52 - $33.11 $48.9K - $56.8K
48K $1.5M
TFLO
Ishares Treasury Floating Rate

ETFs
3.95K
+ 4.5%
$50.37 - $50.63 $199K - $200K
91.7K $4.63M
PB
Prosperity Bancshares Inc

Financial Services
2.26K
+ 45.1%
$70.04 - $85.07 $159K - $193K
7.28K $548K
VCEL
Vericel Corp

Healthcare
234
+ 1.72%
$40.05 - $59.11 $9.37K - $13.8K
13.8K $757K
FDHY
Fidelity Covington Trust High

ETFs
3.89K
+ 78.49%
$48.24 - $49.25 $188K - $192K
8.86K $427K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.83K
+ 36.67%
$101.77 - $113.02 $187K - $207K
6.83K $721K
ETN
Eaton Corp PLC

Industrials
475
+ 1.07%
$326.96 - $377.52 $155K - $179K
44.8K $14.9M
HST
Host Hotels & Resorts, Inc.

Real Estate
10.4K
New
$17.24 - $19.07 $179K - $198K
10.4K $181K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11.8K
+ 104.02%
$9.71 - $15.34 $115K - $181K
23.2K $308K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.09K
+ 41.42%
$114.08 - $125.68 $238K - $262K
7.12K $815K
GDDY
Go Daddy Inc.

Technology
398
+ 16.15%
$153.16 - $209.03 $61K - $83.2K
2.86K $565K
GBDC
Golub Capital Bdc, Inc.

Financial Services
11.8K
New
$14.69 - $15.67 $174K - $185K
11.8K $179K
DSL
Double Line Income Solutions Fund

Financial Services
14.8K
+ 73.21%
$12.32 - $13.0 $183K - $193K
35.1K $441K
MGNI
Magnite, Inc.

Communication Services
11.2K
New
$11.91 - $18.0 $133K - $202K
11.2K $178K
VGIT
Vanguard Intermediate Term Tre

ETFs
5.32K
+ 9.92%
$57.78 - $60.4 $308K - $321K
59K $3.42M
ACN
Accenture PLC

Technology
775
+ 1.37%
$343.9 - $376.86 $267K - $292K
57.4K $20.2M
DTE
Dte Energy CO

Utilities
2.21K
+ 18.91%
$117.04 - $129.77 $259K - $287K
13.9K $1.68M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.86K
+ 55.13%
$75.65 - $83.47 $216K - $239K
8.05K $612K
PHK
Pimco High Income Fund

Financial Services
37.6K
+ 74.34%
$4.85 - $5.16 $182K - $194K
88.1K $428K
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
16K
+ 54.3%
$11.81 - $12.43 $189K - $199K
45.5K $541K
FITB
Fifth Third Bancorp

Financial Services
6.41K
+ 3.74%
$41.76 - $48.44 $268K - $311K
178K $7.53M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
10.1K
New
$17.21 - $18.41 $174K - $187K
10.1K $174K
DFAX
Dimensional ETF Tr
8.24K
+ 56.03%
$24.76 - $27.04 $204K - $223K
22.9K $570K
FTI
Technip Fmc PLC

Energy
4.31K
+ 24.5%
$25.16 - $31.95 $109K - $138K
21.9K $634K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
12.2K
+ 5.12%
$28.6 - $29.27 $350K - $358K
251K $7.2M
CBZ
Cbiz, Inc.

Industrials
1.54K
+ 47.84%
$63.78 - $83.43 $98K - $128K
4.75K $388K
VPN
Global X Fds Data Ctr Reits &

ETFs
10.9K
New
N/A
10.9K $172K
IYF
Ishares Tr

ETFs
1.28K
+ 27.89%
$102.7 - $119.05 $131K - $152K
5.85K $646K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.81K
+ 32.66%
$38.37 - $42.82 $223K - $249K
23.6K $904K
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.86K
+ 28.53%
$46.75 - $47.8 $181K - $185K
17.4K $816K
BIDU
Baidu, Inc.

Communication Services
3.42K
+ 60.02%
$80.33 - $115.13 $274K - $393K
9.11K $767K
SF
Stifel Financial Corp

Financial Services
341
+ 3.22%
$93.4 - $117.72 $31.8K - $40.1K
10.9K $1.16M
BNS
Bank Of Nova Scotia

Financial Services
3.8K
+ 7.05%
$51.5 - $57.02 $196K - $217K
57.8K $3.1M
HYMU
Blackrock ETF Tr Ii High Yield
7.88K
+ 25.09%
$22.59 - $23.2 $178K - $183K
39.3K $890K
FNDX
Schwab Fundamental U S Large C

ETFs
15.2K
+ 369.15%
$23.49 - $71.77 $358K - $1.09M
19.4K $458K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
2.57K
+ 27.3%
$61.21 - $68.19 $157K - $175K
12K $749K
CGXU
Capital Group Intl Focus Equit

ETFs
17.8K
+ 14.63%
$24.67 - $26.94 $440K - $481K
140K $3.45M
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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