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
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
24.6K
+ 202.34%
$27.54 - $83.04 $677K - $2.04M
36.7K $1.02M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
319
+ 0.19%
N/A
169K $4.3M
JXN
Jackson Financial Inc.

Financial Services
290
+ 6.97%
$84.91 - $113.74 $24.6K - $33K
4.45K $387K
ROUS
Hartford Multifactor Us Equity

ETFs
1.89K
+ 2.1%
$50.86 - $54.39 $95.9K - $103K
91.8K $4.67M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
574
+ 3.59%
$14.28 - $14.81 $8.2K - $8.5K
16.6K $238K
AAL
American Airlines Group Inc.

Industrials
635
+ 4.5%
N/A
14.8K $162K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
1.51K
+ 4.66%
$10.64 - $11.1 $16.1K - $16.8K
34K $365K
CF
Cf Industries Holdings, Inc.

Basic Materials
109
+ 3.57%
$81.39 - $94.14 $8.87K - $10.3K
3.16K $269K
DFAI
Dimensional ETF Tr

ETFs
3.4K
+ 9.59%
$29.0 - $31.6 $98.6K - $107K
38.9K $1.13M
EPAM
Epam Systems, Inc.

Technology
37
+ 0.58%
N/A
6.39K $1.19M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
353
+ 2.41%
$27.48 - $32.37 $9.7K - $11.4K
15K $431K
PRGS
Progress Software Corp

Technology
317
+ 5.38%
$63.94 - $69.89 $20.3K - $22.2K
6.21K $404K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.77K
+ 15.98%
$23.01 - $26.06 $40.8K - $46.2K
12.9K $297K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
200
+ 2.4%
$32.85 - $34.26 $6.57K - $6.85K
8.55K $283K
FCAL
First Tr Iii Calif Mun High In

ETFs
230
+ 3.68%
$49.2 - $50.51 $11.3K - $11.6K
6.48K $319K
AUSF
Global X Fds Adaptive U S Fact

ETFs
257
+ 4.35%
$41.71 - $45.09 $10.7K - $11.6K
6.16K $258K
IAUX
I 80 Gold Corp.
12K
New
$0.35 - $1.19 $4.2K - $14.3K
12K $6K
OMFS
Invesco Exchange Traded Self I

ETFs
114
+ 0.13%
$38.83 - $43.9 $4.43K - $5K
87.7K $3.47M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
301
+ 5.98%
$49.87 - $52.46 $15K - $15.8K
5.33K $266K
MMSI
Merit Medical Systems Inc

Healthcare
103
+ 4.59%
$93.76 - $105.52 $9.66K - $10.9K
2.35K $227K
CSWI
Csw Industrials, Inc.

Industrials
46
+ 5.9%
$352.8 - $432.01 $16.2K - $19.9K
826 $291K
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
810
+ 11.6%
$26.55 - $28.98 $21.5K - $23.5K
7.79K $206K
HEEM
Ishares Currency Hedged Msci E

ETFs
5.06K
+ 5.33%
$27.03 - $29.78 $137K - $151K
100K $2.71M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
150
+ 1.36%
$22.04 - $23.08 $3.31K - $3.46K
11.2K $250K
BFST
Business First Bancshares, Inc.

Financial Services
158
+ 1.73%
$23.96 - $29.86 $3.79K - $4.72K
9.29K $238K
PKW
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.12%
$114.02 - $125.22 $684 - $751
5.16K $593K
JMBS
Janus Detroit Str Tr Henderson

ETFs
473
+ 6.82%
$44.03 - $46.65 $20.8K - $22.1K
7.41K $327K
UNF
Unifirst Corp

Industrials
339
+ 17.37%
$171.0 - $206.22 $58K - $69.9K
2.29K $391K
PARA
Paramount Global

Communication Services
857
+ 2.57%
$10.27 - $11.57 $8.8K - $9.92K
34.1K $356K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
238
+ 3.05%
$104.34 - $118.84 $24.8K - $28.3K
8.03K $838K
ACVF
ETF Opportunities Tr American

ETFs
26
+ 0.15%
$43.12 - $46.1 $1.12K - $1.2K
16.9K $737K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
219
+ 2.51%
$23.88 - $24.32 $5.23K - $5.33K
8.94K $214K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
491
+ 4.78%
$2.99 - $3.34 $1.47K - $1.64K
10.8K $33K
GIL
Gildan Activewear Inc.

Consumer Cyclical
56
+ 0.19%
$46.28 - $50.23 $2.59K - $2.81K
28.9K $1.36M
MKSI
Mks Instruments Inc

Technology
97
+ 4.74%
$98.56 - $117.93 $9.56K - $11.4K
2.14K $223K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
726
+ 5.68%
$5.34 - $5.65 $3.88K - $4.1K
13.5K $73K
Capital Group Core Balanced
20.1K
+ 113.86%
N/A
37.7K $0
YEAR
Ab Active Etfs Inc Ultra Short
2.79K
+ 23.49%
N/A
14.7K $0
Advisor Managed Portfolios
698
+ 1.03%
N/A
68.7K $0
Aim ETF Products Trust
8.98K
New
N/A
8.98K $0
Aim ETF Products Trust
8.18K
New
N/A
8.18K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
5.98K
New
N/A
5.98K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
21.1K
New
N/A
21.1K $0
Aim ETF Products Trust
10.7K
New
N/A
10.7K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
23.6K
+ 311.7%
N/A
31.1K $0
Aligos Therapeutics Inc
30.6K
New
N/A
30.6K $0
Amc Entmt Hldgs Inc
22.2K
+ 36.56%
N/A
83.1K $0
American Healthcare Reit Inc
1.02K
+ 3.86%
N/A
27.5K $0
Amplify ETF Tr
2.7K
New
N/A
2.7K $0
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