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
VFMV
Vanguard Wellington Fd

ETFs
1.16K
+ 9.38%
$120.0 - $127.93 $139K - $148K
13.5K $1.63M
YUM
Yum Brands Inc

Consumer Cyclical
1.47K
+ 11.45%
$130.36 - $139.54 $191K - $204K
14.3K $1.91M
GRAB
Grab Holdings LTD

Technology
26.6K
New
$3.6 - $5.67 $95.7K - $151K
26.6K $125K
KEY
Keycorp

Financial Services
5.71K
+ 7.92%
$16.21 - $19.97 $92.5K - $114K
77.7K $1.33M
MEDP
Medpace Holdings, Inc.

Healthcare
382
+ 42.59%
$308.93 - $363.58 $118K - $139K
1.28K $424K
SCHX
Schwab Strategic Tr Us Large C

ETFs
149K
+ 199.96%
$22.4 - $68.28 $3.35M - $10.2M
224K $5.19M
CYBR
Cyber Ark Software Ltd.

Technology
114
+ 5.51%
$274.1 - $333.15 $31.2K - $38K
2.18K $727K
RY
Royal Bank Of Canada

Financial Services
1.34K
+ 15.26%
$119.72 - $128.02 $160K - $171K
10.1K $1.22M
SPSC
Sps Commerce Inc

Technology
1.04K
+ 15.62%
$165.0 - $198.81 $172K - $207K
7.71K $1.42M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
6.93K
+ 37.25%
$18.62 - $19.05 $129K - $132K
25.5K $477K
IGRO
Ishares Tr International Divid

ETFs
4.91K
+ 15.28%
$67.76 - $74.48 $333K - $366K
37K $2.52M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.14K
+ 10.84%
$75.99 - $88.85 $163K - $190K
21.9K $1.71M
BFC
Bank First Corp

Financial Services
313
+ 2.93%
$86.5 - $108.79 $27.1K - $34.1K
11K $1.09M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
14K
New
$8.51 - $9.15 $119K - $128K
14K $120K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.41K
+ 6.13%
$47.26 - $48.18 $161K - $164K
59K $2.8M
CFG
Citizens Financial Group Inc

Financial Services
673
+ 2.02%
$39.92 - $48.46 $26.9K - $32.6K
34K $1.49M
IWL
Ishares Tr Russell 200 ETF

ETFs
690
+ 16.79%
$138.92 - $149.97 $95.9K - $103K
4.8K $694K
MNST
Monster Beverage Corp

Consumer Defensive
1.76K
+ 2.68%
$49.24 - $56.38 $86.8K - $99.4K
67.5K $3.55M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.14K
+ 46.16%
$109.14 - $121.63 $124K - $138K
3.6K $395K
DORM
Dorman Products, Inc.

Consumer Cyclical
63
+ 0.96%
$108.64 - $142.83 $6.84K - $9K
6.62K $857K
XPO
Xpo Logistics, Inc.

Industrials
232
+ 6.46%
$105.35 - $158.2 $24.4K - $36.7K
3.82K $501K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
60
+ 1.24%
$77.15 - $104.91 $4.63K - $6.29K
4.88K $491K
CHTR
Charter Communications, Inc.

Communication Services
289
+ 36.4%
$315.38 - $408.02 $91.1K - $118K
1.08K $371K
DEA
Easterly Government Properties, Inc.

Real Estate
12.5K
+ 101.53%
$10.93 - $14.48 $136K - $180K
24.7K $280K
NUSC
Nuveen Esg Small Cap ETF

ETFs
3.01K
+ 22.01%
$41.74 - $46.2 $126K - $139K
16.7K $699K
FEMS
First Trust Emerging Markets S

ETFs
3.89K
+ 38.43%
$37.58 - $41.53 $146K - $162K
14K $528K
GRMN
Garmin LTD

Technology
25
+ 0.7%
$161.91 - $220.77 $4.05K - $5.52K
3.6K $742K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2K
+ 1.6%
$24.94 - $25.74 $49.8K - $51.4K
127K $3.23M
POCT
Innovator U.S. Equity Power Bu

ETFs
2.48K
+ 11.86%
$38.63 - $40.03 $95.8K - $99.3K
23.4K $925K
PRU
Prudential Financial Inc

Financial Services
1.35K
+ 7.09%
$114.59 - $129.52 $154K - $174K
20.3K $2.41M
PJAN
Innovator U.S. Equity Power Bu

ETFs
2.13K
+ 9.81%
$41.16 - $42.25 $87.7K - $90K
23.8K $1.01M
UA
Under Armour Inc Cl C

Consumer Cyclical
14.8K
New
$7.37 - $9.94 $109K - $147K
14.8K $110K
CNOB
Connect One Bancorp, Inc.

Financial Services
6.85K
+ 30.53%
$22.65 - $28.66 $155K - $196K
29.3K $670K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
4.7K
+ 16.13%
$23.02 - $23.23 $108K - $109K
33.8K $780K
PEGA
Pegasystems Inc

Technology
196
+ 4.46%
$69.42 - $97.28 $13.6K - $19.1K
4.59K $427K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.28K
+ 19.68%
$94.77 - $97.36 $121K - $124K
7.75K $740K
FXN
First Tr Exchange Traded Fd Fi

ETFs
6.35K
+ 29.14%
$15.42 - $18.08 $97.8K - $115K
28.1K $459K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
588
+ 31.92%
$101.51 - $140.63 $59.7K - $82.7K
2.43K $305K
KR
Kroger CO

Consumer Defensive
139
+ 0.56%
$55.21 - $63.3 $7.67K - $8.8K
25.1K $1.54M
PAGP
Plains Gp Holdings LP

Energy
5.95K
+ 17.41%
$17.2 - $20.02 $102K - $119K
40.1K $737K
CTA
Simplify Exch Traded Fds Simpl

ETFs
2.45K
+ 12.74%
$25.8 - $28.97 $63.3K - $71.1K
21.7K $605K
TDY
Teledyne Technologies Inc

Technology
14
+ 0.38%
$436.59 - $489.24 $6.11K - $6.85K
3.74K $1.74M
DASH
Door Dash, Inc.

Communication Services
359
+ 20.58%
$141.93 - $180.48 $51K - $64.8K
2.1K $352K
DECK
Deckers Outdoor Corp

Consumer Cyclical
34
+ 1.54%
$152.04 - $211.12 $5.17K - $7.18K
2.24K $453K
IYJ
Ishares Tr

ETFs
780
+ 42.03%
$132.97 - $143.93 $104K - $112K
2.64K $351K
TTWO
Take Two Interactive Software Inc

Communication Services
73
+ 2.54%
$147.66 - $190.46 $10.8K - $13.9K
2.95K $542K
CNHI
Cnh Industrial N.V.

Industrials
9.59K
+ 36.39%
N/A
36K $374K
MPLX
Mplx LP

Energy
1.74K
+ 35.43%
$43.77 - $51.66 $76.3K - $90K
6.66K $318K
PSTG
Pure Storage, Inc.

Technology
100
+ 1.19%
$48.19 - $66.6 $4.82K - $6.66K
8.48K $520K
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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