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
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.51K
+ 10.8%
N/A
25.7K $611K
NYF
Ishares New York Muni Bond ETF

ETFs
1.25K
+ 21.16%
$52.85 - $54.34 $66K - $67.8K
7.15K $380K
BNDX
Vanguard Total International B

ETFs
5.57K
+ 3.22%
$48.91 - $50.61 $273K - $282K
178K $8.75M
HMN
Horace Mann Educators Corp

Financial Services
46
+ 0.35%
$34.36 - $42.64 $1.58K - $1.96K
13.3K $522K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
1.33K
+ 24.92%
$40.26 - $44.35 $53.6K - $59K
6.67K $276K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.3K
+ 6.78%
$45.17 - $47.23 $149K - $156K
51.9K $2.35M
AQN
Algonquin Power & Utilities Corp.

Utilities
13K
New
$4.31 - $5.52 $55.8K - $71.5K
13K $57K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.48K
+ 16.38%
$26.55 - $27.32 $65.8K - $67.8K
17.6K $470K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.52K
+ 18.34%
$24.76 - $27.53 $37.6K - $41.8K
9.79K $264K
PNR
Pentair PLC

Industrials
440
+ 9.76%
$95.0 - $109.21 $41.8K - $48.1K
4.95K $498K
MLM
Martin Marietta Materials Inc

Basic Materials
155
+ 13.32%
$516.5 - $619.58 $80.1K - $96K
1.32K $681K
PATK
Patrick Industries Inc

Consumer Cyclical
4.21K
+ 84.35%
$82.71 - $146.16 $348K - $615K
9.2K $764K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
520
+ 42.59%
$165.45 - $196.93 $86K - $102K
1.74K $288K
KEYS
Keysight Technologies, Inc.

Technology
272
+ 4.99%
$149.01 - $172.53 $40.5K - $46.9K
5.72K $919K
AX
Axos Financial, Inc.

Financial Services
48
+ 0.68%
$59.93 - $86.6 $2.88K - $4.16K
7.12K $497K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
1.03K
+ 5.21%
$45.61 - $50.53 $47K - $52.1K
20.8K $965K
CWB
Spdr Bloomberg Convertible Sec

ETFs
634
+ 21.16%
$76.21 - $82.24 $48.3K - $52.1K
3.63K $282K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.61K
+ 5.93%
$209.89 - $233.24 $338K - $376K
28.8K $6.11M
NAT
Nordic American Tankers LTD

Industrials
13.3K
New
N/A
13.3K $52K
DT
Dynatrace, Inc.

Technology
720
+ 5.27%
$51.09 - $59.6 $36.8K - $42.9K
14.4K $781K
LEVI
Levi Strauss & CO

Consumer Cyclical
5.84K
+ 52.5%
$15.8 - $21.68 $92.3K - $127K
17K $293K
JWN
Nordstrom Inc

Consumer Cyclical
725
+ 3.54%
$21.42 - $24.9 $15.5K - $18.1K
21.2K $511K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
776
+ 14.0%
$63.64 - $71.85 $49.4K - $55.8K
6.32K $405K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
14.2K
New
$3.35 - $4.13 $47.6K - $58.7K
14.2K $50K
PFGC
Performance Food Group CO

Consumer Defensive
71
+ 0.98%
$78.03 - $90.57 $5.54K - $6.43K
7.33K $619K
TNL
Travel & Leisure Co.

Consumer Cyclical
236
+ 2.71%
$45.26 - $56.28 $10.7K - $13.3K
8.94K $451K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
23.2K
New
$2.14 - $2.24 $49.5K - $51.9K
23.2K $49K
INCY
Incyte Corp

Healthcare
380
+ 5.07%
$65.08 - $83.38 $24.7K - $31.7K
7.88K $544K
GLDM
World Gold Trust

ETFs
1.24K
+ 1.18%
$50.76 - $55.23 $62.9K - $68.4K
107K $5.54M
PML
Pimco Municipal Income Fund Ii

Financial Services
35.3K
+ 19.31%
$8.02 - $9.52 $283K - $336K
218K $1.76M
BCS
Barclays PLC

Financial Services
1.1K
+ 3.84%
$11.65 - $13.67 $12.8K - $15.1K
29.8K $396K
DNN
Denison Mines Corp.

Energy
27.2K
New
$1.8 - $2.39 $48.9K - $64.9K
27.2K $48K
URA
Global X Uranium ETF

ETFs
3.04K
+ 16.39%
$26.78 - $33.46 $81.5K - $102K
21.6K $578K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.79K
+ 23.26%
$20.28 - $21.2 $56.6K - $59.2K
14.8K $301K
ISCV
Ishares Morningstar Small Cap

ETFs
797
+ 1.26%
$62.21 - $69.5 $49.6K - $55.4K
64.2K $4.07M
IFRA
Ishares Tr

ETFs
2.01K
+ 2.98%
$45.94 - $51.71 $92.3K - $104K
69.5K $3.22M
PCG
Pg&E Corp

Utilities
1.63K
+ 5.08%
$19.2 - $21.63 $31.3K - $35.3K
33.7K $680K
AVLV
American Centy ETF Tr Avantis
403
+ 2.11%
$65.51 - $71.22 $26.4K - $28.7K
19.5K $1.3M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
2.85K
+ 27.55%
$16.2 - $17.97 $46.2K - $51.2K
13.2K $224K
HBAN
Huntington Bancshares Inc

Financial Services
92
+ 0.33%
$14.18 - $18.2 $1.3K - $1.67K
28.2K $458K
TMFX
Rbb Fd Inc Motley Fool Next In
1.83K
+ 15.77%
$18.38 - $20.95 $33.5K - $38.2K
13.4K $261K
WEC
Wec Energy Group, Inc.

Utilities
1.69K
+ 3.19%
$92.94 - $101.82 $157K - $172K
54.7K $5.15M
CNP
Centerpoint Energy Inc

Utilities
174
+ 1.05%
$28.58 - $32.66 $4.97K - $5.68K
16.8K $532K
BANF
Bancfirst Corp

Financial Services
32
+ 0.98%
$100.43 - $128.91 $3.21K - $4.13K
3.31K $387K
STN
Stantec Inc

Industrials
955
+ 5.72%
$78.45 - $87.5 $74.9K - $83.6K
17.7K $1.39M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
687
+ 7.96%
N/A
9.31K $581K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
11K
New
$3.86 - $4.04 $42.6K - $44.6K
11K $43K
CTAS
Cintas Corp

Industrials
2.73K
+ 13.83%
$182.7 - $226.47 $498K - $617K
22.4K $4.1M
HNDL
Strategy Shs

ETFs
3.67K
+ 9.51%
$21.25 - $22.4 $78K - $82.2K
42.3K $901K
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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