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
FDX
Fedex Corp

Industrials
166
+ 1.13%
$260.5 - $305.15 $43.2K - $50.7K
14.8K $4.17M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
969K
+ 123.37%
$18.41 - $40.87 $17.8M - $39.6M
1.75M $32.5M
VRT
Vertiv Holdings CO

Industrials
1.84K
+ 8.42%
N/A
23.7K $2.05M
BGT
Blackrock Floating Rate Income Trust

Financial Services
12.4K
+ 60.55%
$12.69 - $13.4 $158K - $167K
33K $424K
EQT
Eqt Corp

Energy
1.73K
+ 20.96%
$35.62 - $46.89 $61.5K - $81K
9.97K $459K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
899
+ 1.0%
$59.58 - $63.93 $53.6K - $57.5K
90.9K $5.56M
ISCB
International Speedway Corp

ETFs
2.7K
+ 5.31%
$57.44 - $64.3 $155K - $174K
53.5K $3.14M
ARCC
Ares Capital Corp

Financial Services
2.63K
+ 2.55%
$20.74 - $22.27 $54.5K - $58.5K
106K $2.32M
SMR
Nuscale Power Corp

Industrials
4.79K
+ 43.33%
$11.69 - $30.21 $55.9K - $145K
15.8K $283K
CINF
Cincinnati Financial Corp

Financial Services
226
+ 1.41%
$132.86 - $160.16 $30K - $36.2K
16.2K $2.33M
ARGX
Argenx Se

Healthcare
139
+ 15.08%
$520.52 - $638.33 $72.4K - $88.7K
1.06K $652K
RF
Regions Financial Corp

Financial Services
5.93K
+ 9.96%
$22.45 - $27.47 $133K - $163K
65.5K $1.54M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
618
+ 14.78%
$110.69 - $154.48 $68.4K - $95.5K
4.8K $609K
DFAT
Dimensional ETF Tr U S Target

ETFs
2.62K
+ 5.84%
$54.54 - $61.04 $143K - $160K
47.6K $2.65M
EW
Edwards Lifesciences Corp

Healthcare
1.04K
+ 12.08%
$64.54 - $75.92 $67.3K - $79.2K
9.68K $716K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.2K
+ 67.72%
$43.61 - $45.3 $140K - $145K
7.92K $353K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.29K
+ 17.65%
$22.72 - $28.29 $74.8K - $93.2K
22K $579K
MLI
Mueller Industries Inc

Industrials
1.21K
+ 12.9%
$71.2 - $95.34 $85.9K - $115K
10.6K $838K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
11K
New
$13.01 - $14.43 $143K - $158K
11K $145K
UNM
Unum Group

Financial Services
324
+ 3.64%
$58.88 - $77.07 $19.1K - $25K
9.23K $673K
QCOM
Qualcomm Inc

Technology
7.2K
+ 12.28%
$150.4 - $178.04 $1.08M - $1.28M
65.8K $10.1M
CLX
Clorox CO

Consumer Defensive
920
+ 6.31%
$156.51 - $169.74 $144K - $156K
15.5K $2.52M
WHR
Whirlpool Corp

Consumer Cyclical
908
+ 17.78%
$99.28 - $124.45 $90.1K - $113K
6.01K $688K
PH
Parker Hannifin Corp

Industrials
156
+ 1.65%
$621.74 - $709.46 $97K - $111K
9.62K $6.12M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
367
+ 13.76%
$193.7 - $235.05 $71.1K - $86.3K
3.03K $694K
DOV
Dover Corp

Industrials
854
+ 15.94%
$184.72 - $206.51 $158K - $176K
6.21K $1.17M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
213
+ 4.15%
$229.83 - $258.46 $49K - $55.1K
5.35K $1.32M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
2.83K
+ 42.21%
$62.71 - $68.47 $178K - $194K
9.55K $600K
ATO
Atmos Energy Corp

Utilities
766
+ 1.4%
$136.41 - $151.43 $104K - $116K
55.4K $7.72M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
880
+ 4.5%
$121.89 - $135.52 $107K - $119K
20.4K $2.55M
SKYT
Sky Water Technology, Inc

Technology
654
+ 2.43%
$7.9 - $16.06 $5.17K - $10.5K
27.6K $380K
CUBA
Herzfeld Caribbean Basin Fund Inc

Financial Services
57.6K
New
$2.22 - $2.58 $128K - $149K
57.6K $135K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
11K
New
$12.22 - $13.53 $134K - $149K
11K $135K
GII
Spdr S&P Global Infrasture ETF

ETFs
2.79K
+ 23.33%
$57.64 - $63.28 $161K - $176K
14.7K $871K
USPH
U S Physical Therapy Inc

Healthcare
1.24K
+ 19.45%
$77.48 - $99.91 $95.8K - $123K
7.59K $673K
AL
Air Lease Corp

Industrials
1.53K
+ 7.34%
$42.79 - $52.16 $65.5K - $79.8K
22.4K $1.08M
CTVA
Corteva, Inc.

Basic Materials
2.87K
+ 16.88%
$55.21 - $64.13 $159K - $184K
19.9K $1.13M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
6.06K
+ 14.26%
$23.25 - $23.56 $141K - $143K
48.6K $1.13M
VV
Vanguard Large Cap ETF

ETFs
237
+ 2.2%
$260.27 - $280.65 $61.7K - $66.5K
11K $2.97M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.95K
+ 21.46%
$74.68 - $81.45 $220K - $240K
16.7K $1.25M
SJNK
Spdr Bloomberg Short Term High

ETFs
5.39K
+ 55.43%
$25.09 - $25.69 $135K - $138K
15.1K $381K
GWW
W.W. Grainger, Inc.

Industrials
63
+ 1.51%
$1023.06 - $1220.93 $64.5K - $76.9K
4.23K $4.46M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
71
+ 0.7%
$97.09 - $120.01 $6.89K - $8.52K
10.2K $1.1M
NWN
Northwest Natural Holding CO

Utilities
4.66K
+ 10.59%
$38.42 - $43.85 $179K - $204K
48.6K $1.92M
HSBC
Hsbc Holdings PLC

Financial Services
1.51K
+ 12.12%
$43.83 - $49.51 $66.2K - $74.8K
14K $691K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
24K
+ 9.67%
$33.43 - $36.52 $804K - $878K
273K $9.2M
ROIV
Roivant Sciences Ltd.

Healthcare
10.8K
New
$11.16 - $12.71 $120K - $137K
10.8K $127K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
6.18K
+ 30.44%
$12.27 - $15.41 $75.9K - $95.3K
26.5K $383K
EME
Emcor Group, Inc.

Industrials
124
+ 4.16%
$427.96 - $526.95 $53.1K - $65.3K
3.11K $1.41M
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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