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
AEE
Ameren Corp

Utilities
679
+ 2.99%
$85.81 - $94.98 $58.3K - $64.5K
23.4K $2.09M
MKL
Markel Corp

Financial Services
32
+ 11.99%
$1542.01 - $1785.11 $49.3K - $57.1K
299 $516K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
280
+ 8.15%
$225.16 - $265.16 $63K - $74.2K
3.72K $923K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
7.53K
+ 33.29%
$12.55 - $13.1 $94.5K - $98.7K
30.2K $385K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
4.77K
+ 7.6%
N/A
67.6K $1.37M
VTHR
Vanguard Russell 3000 ETF

ETFs
244
+ 4.37%
$251.33 - $271.45 $61.3K - $66.2K
5.82K $1.51M
VRSN
Verisign Inc

Technology
356
+ 25.69%
$176.68 - $206.96 $62.9K - $73.7K
1.74K $360K
WBD
Warner Bros. Discovery, Inc.

Communication Services
638
+ 1.67%
$7.33 - $12.37 $4.68K - $7.89K
38.9K $412K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.66K
+ 57.57%
$65.79 - $72.14 $109K - $120K
4.55K $299K
NBIX
Neurocrine Biosciences Inc

Healthcare
297
+ 11.43%
$111.62 - $139.44 $33.2K - $41.4K
2.9K $395K
MFC
Manulife Financial Corp

Financial Services
2.45K
+ 14.51%
$29.21 - $32.87 $71.6K - $80.6K
19.3K $594K
TROW
Price T Rowe Group Inc

Financial Services
669
+ 15.16%
$106.48 - $124.69 $71.2K - $83.4K
5.08K $574K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.07K
+ 1.84%
$87.42 - $98.06 $93.7K - $105K
59.2K $5.29M
GTES
Gates Industrial Corp PLC

Industrials
1.45K
+ 6.89%
$17.3 - $22.93 $25.1K - $33.3K
22.5K $463K
MSCI
Msci Inc.

Financial Services
98
+ 4.84%
$569.09 - $635.99 $55.8K - $62.3K
2.12K $1.27M
WSFS
Wsfs Financial Corp

Financial Services
493
+ 1.58%
$48.57 - $61.09 $23.9K - $30.1K
31.7K $1.69M
COP
Conocophillips

Energy
9.82K
+ 6.79%
$95.12 - $114.72 $934K - $1.13M
155K $15.3M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
4.16K
+ 39.46%
$24.5 - $25.72 $102K - $107K
14.7K $361K
AB
Alliancebernstein Holding L.P.

Financial Services
1.5K
+ 9.86%
$34.59 - $38.68 $51.9K - $58.1K
16.7K $620K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
4.76K
+ 34.96%
$39.01 - $50.76 $186K - $241K
18.4K $716K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
422
+ 7.31%
$159.11 - $178.39 $67.1K - $75.3K
6.19K $1.02M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.63K
+ 37.73%
$61.93 - $70.49 $101K - $115K
5.95K $391K
WSM
Williams Sonoma Inc

Consumer Cyclical
70
+ 2.79%
$129.13 - $198.21 $9.04K - $13.9K
2.58K $476K
FISV
Fiserv Inc

Technology
697
+ 2.96%
N/A
24.2K $3.03M
IGE
Ishares Tr North Amern Nat Res

ETFs
3.05K
+ 9.29%
$41.52 - $48.01 $127K - $146K
35.9K $1.53M
PFN
Pimco Income Strategy Fund Ii

Financial Services
11.7K
New
$7.33 - $7.72 $85.7K - $90.3K
11.7K $87K
ASB
Associated Banc Corp

Financial Services
27
+ 0.07%
$20.64 - $28.14 $557 - $760
36K $861K
RWK
Invesco Exchange Traded Fd Tr

ETFs
743
+ 13.15%
$114.67 - $126.49 $85.2K - $94K
6.39K $743K
ANSS
Ansys Inc

Technology
63
+ 1.89%
$313.05 - $361.45 $19.7K - $22.8K
3.4K $1.15M
ASX
Ase Technology Holding Co., Ltd.

Technology
2.68K
+ 1.43%
$9.49 - $10.74 $25.4K - $28.8K
190K $1.92M
HPE
Hewlett Packard Enterprise CO

Technology
2.05K
+ 4.44%
$19.31 - $23.95 $39.5K - $49K
48.1K $1.03M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
6.12K
+ 32.34%
$21.0 - $23.52 $129K - $144K
25K $534K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
9.76K
+ 43.77%
$10.97 - $12.21 $107K - $119K
32.1K $354K
CHD
Church & Dwight CO Inc

Consumer Defensive
798
+ 5.82%
$99.11 - $112.25 $79.1K - $89.6K
14.5K $1.52M
HYG
Ishares Tr

ETFs
2.32K
+ 3.92%
$78.09 - $80.04 $181K - $185K
61.4K $4.83M
LVHI
Franklin International Low Vol

ETFs
4.58K
+ 4.58%
$29.98 - $31.57 $137K - $145K
105K $3.19M
MWA
Mueller Water Products, Inc.

Industrials
2.95K
+ 13.67%
$21.37 - $25.97 $63K - $76.6K
24.5K $551K
PCTY
Paylocity Holding Corp

Technology
98
+ 5.32%
$162.14 - $213.79 $15.9K - $21K
1.94K $386K
ZBRA
Zebra Technologies Corp

Technology
135
+ 6.9%
$360.09 - $411.94 $48.6K - $55.6K
2.09K $807K
ZM
Zoom Video Communications, Inc.

Technology
92
+ 1.45%
$67.21 - $89.03 $6.18K - $8.19K
6.46K $527K
BIGZ
Black Rock Innovation & Growth Trust
11K
New
$7.43 - $8.08 $82.1K - $89.3K
11K $82K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
20.9K
New
$2.15 - $4.48 $44.8K - $93.4K
20.9K $82K
HII
Huntington Ingalls Industries, Inc.

Industrials
2.55K
+ 47.87%
$184.96 - $264.65 $471K - $674K
7.87K $1.49M
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.8K
+ 6.51%
$30.67 - $30.84 $85.8K - $86.3K
45.8K $1.41M
GPN
Global Payments Inc

Industrials
173
+ 2.74%
$97.57 - $119.38 $16.9K - $20.7K
6.48K $726K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.71K
+ 10.83%
$20.98 - $21.19 $77.8K - $78.6K
38K $799K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.9K
+ 3.83%
$51.09 - $55.27 $660K - $713K
350K $17.9M
WTFC
Wintrust Financial Corp

Financial Services
146
+ 3.81%
$104.15 - $138.5 $15.2K - $20.2K
3.98K $496K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.72K
+ 3.26%
$50.73 - $51.08 $87.2K - $87.8K
54.5K $2.77M
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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