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
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
903
+ 17.71%
$85.41 - $87.1 $77.1K - $78.7K
6K $518K
PLMR
Palomar Holdings, Inc.

Financial Services
145
+ 2.55%
$88.38 - $112.17 $12.8K - $16.3K
5.84K $616K
VVV
Valvoline Inc

Energy
4.01K
+ 33.73%
$36.18 - $43.41 $145K - $174K
15.9K $575K
ADSK
Autodesk, Inc.

Technology
312
+ 6.63%
N/A
5.02K $1.23M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
12.8K
New
$5.83 - $6.64 $74.4K - $84.7K
12.8K $76K
CAH
Cardinal Health Inc

Healthcare
99
+ 1.25%
$107.89 - $125.33 $10.7K - $12.4K
8.03K $950K
IBB
Ishares Biotechnology ETF

ETFs
1.06K
+ 21.46%
$131.21 - $148.85 $140K - $158K
6.02K $796K
AGNC
Agnc Investment Corp.

Real Estate
15.9K
+ 27.3%
$9.21 - $10.59 $146K - $168K
73.9K $680K
FMF
First Trust Managed Futures St

ETFs
1.44K
+ 2.31%
$46.63 - $49.57 $67K - $71.2K
63.5K $3.02M
INSM
Insmed Inc

Healthcare
1.49K
+ 19.86%
$66.29 - $76.63 $98.5K - $114K
8.97K $619K
PHYS
Sprott Physical Gold Trust

Financial Services
3.78K
+ 31.15%
$19.66 - $21.66 $74.3K - $81.9K
15.9K $320K
FTF
Franklin LTD Duration Income Trust

Financial Services
11K
+ 42.69%
$6.39 - $6.77 $70.4K - $74.5K
36.8K $243K
FLGV
Franklin Templeton ETF Trfrank

ETFs
4.33K
+ 25.72%
$20.03 - $21.07 $86.7K - $91.2K
21.2K $425K
HRL
Hormel Foods Corp

Consumer Defensive
2.97K
+ 4.33%
$29.21 - $33.55 $86.8K - $99.7K
71.7K $2.25M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
2.53K
+ 16.04%
$31.59 - $32.95 $79.9K - $83.3K
18.3K $585K
SCHR
Schwab Intermediate Term Us Tr

ETFs
17.6K
+ 129.87%
$24.19 - $50.58 $426K - $891K
31.2K $757K
OTTR
Otter Tail Corp

Utilities
1.26K
+ 23.03%
$73.59 - $85.52 $92.8K - $108K
6.74K $497K
MFM
Mfs Municipal Income Trust

Financial Services
12.9K
New
$5.3 - $5.75 $68.6K - $74.4K
12.9K $69K
PAA
Plains All American Pipeline LP

Energy
4.24K
+ 41.6%
$16.27 - $18.67 $69K - $79.2K
14.4K $246K
ICVT
Ishares Tr Convertible Bond Et

ETFs
624
+ 5.69%
$83.09 - $89.28 $51.8K - $55.7K
11.6K $984K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
9.71K
+ 23.7%
$7.83 - $8.16 $76.1K - $79.3K
50.7K $398K
SNY
Sanofi

Healthcare
8.44K
+ 23.4%
$45.89 - $57.31 $387K - $484K
44.5K $2.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
45.4K
+ 105.25%
$25.33 - $51.16 $1.15M - $2.32M
88.6K $2.29M
SRLN
Ssga Active Trust

ETFs
1.64K
+ 8.02%
$41.48 - $42.08 $68.1K - $69.1K
22.1K $922K
VTRS
Viatris Inc

Healthcare
2.54K
+ 5.78%
$11.32 - $13.37 $28.8K - $34K
46.5K $578K
ORCC
Owl Rock Capital Corp

Financial Services
4.96K
+ 15.78%
N/A
36.4K $487K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
2.93K
+ 9.26%
$46.31 - $51.02 $136K - $149K
34.5K $1.64M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
6.33K
+ 62.32%
$11.39 - $12.41 $72.1K - $78.6K
16.5K $192K
ATR
Aptargroup, Inc.

Healthcare
448
+ 30.68%
$156.73 - $176.15 $70.2K - $78.9K
1.91K $299K
GFL
Gfl Environmental Inc.

Industrials
709
+ 9.42%
$39.53 - $47.1 $28K - $33.4K
8.24K $366K
RYLD
Global X Fds Russell 2000 Cove

ETFs
2.98K
+ 3.08%
$15.97 - $16.79 $47.6K - $50.1K
99.8K $1.63M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.89K
+ 23.78%
$27.8 - $29.05 $80.4K - $84K
15.1K $419K
AUR
Aurora Innovation, Inc.

Technology
10.4K
New
$4.99 - $8.06 $51.7K - $83.5K
10.4K $65K
ABC
Amerisourcebergen Corp

Healthcare
351
+ 2.09%
N/A
17.2K $3.18M
CNC
Centene Corp

Healthcare
4.08K
+ 32.92%
$56.71 - $73.94 $231K - $301K
16.5K $997K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
2.95K
+ 8.78%
$38.02 - $42.79 $112K - $126K
36.5K $1.43M
KLIC
Kulicke & Soffa Industries Inc

Technology
1.16K
+ 15.55%
$42.42 - $50.54 $49K - $58.4K
8.58K $400K
PSLV
Sprott Physical Silver Trust

Financial Services
7.77K
+ 59.52%
$9.65 - $11.76 $75K - $91.4K
20.8K $201K
EFV
Msci Eafe Value ETF

ETFs
41.6K
+ 9.93%
$51.78 - $57.15 $2.16M - $2.38M
461K $24.2M
WRB
Berkley W R Corp

Financial Services
524
+ 2.91%
$56.48 - $64.94 $29.6K - $34K
18.5K $1.08M
PFFA
Etfis Ser Tr I

ETFs
3.37K
+ 30.08%
$21.82 - $23.21 $73.4K - $78.1K
14.6K $318K
MBB
Ishares Tr

ETFs
8.72K
+ 4.89%
$91.26 - $95.82 $796K - $835K
187K $17.1M
CUZ
Cousins Properties Inc

Real Estate
1.04K
+ 4.0%
$28.63 - $31.94 $29.7K - $33.2K
27K $827K
IYG
Ishares Tr

ETFs
181
+ 2.54%
$70.24 - $82.34 $12.7K - $14.9K
7.3K $567K
PMM
Putnam Managed Municipal Income Trust

Financial Services
14.1K
+ 34.44%
$5.97 - $6.52 $84.2K - $91.9K
55K $328K
AGM
Federal Agricultural Mortgage Corp

Financial Services
150
+ 4.51%
$181.72 - $216.45 $27.3K - $32.5K
3.48K $684K
FCNCA
First Citizens Bancshares Inc

Financial Services
3
+ 1.5%
$1818.92 - $2353.08 $5.46K - $7.06K
203 $428K
FE
Firstenergy Corp

Utilities
6.36K
+ 15.15%
$39.14 - $44.52 $249K - $283K
48.3K $1.92M
OSIS
Osi Systems Inc

Technology
221
+ 14.72%
$131.41 - $187.75 $29K - $41.5K
1.72K $288K
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email