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
JGRO
J P Morgan Exchange Traded Fd
2.56K
+ 24.75%
N/A
12.9K $0
J P Morgan Exchange Traded F
38.6K
+ 685.17%
N/A
44.2K $0
Jacobs Solutions Inc
748
+ 9.36%
N/A
8.74K $0
Jpmorgan Chase Finl CO LLC
86
+ 0.93%
N/A
9.34K $0
Kraneshares Trust
4.57K
+ 8.33%
N/A
59.4K $0
Labcorp Holdings Inc
15
+ 0.21%
N/A
7.19K $0
Lam Research Corp
39.4K
New
N/A
39.4K $0
Lazard Inc
149
+ 1.06%
N/A
14.2K $0
Linde PLC
1.32K
+ 4.27%
N/A
32.2K $0
Mind Medicine Mindmed Inc
11.2K
New
N/A
11.2K $0
Natwest Group PLC
6.34K
+ 48.64%
N/A
19.4K $0
Neos ETF Trust
8.43K
New
N/A
8.43K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
12.2K
+ 152.93%
N/A
20.2K $0
New Amer High Income Fd Inc
11K
New
N/A
11K $0
Northern Lts Fd Tr Iii
3.16K
+ 36.71%
N/A
11.8K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
12.7K
+ 9.71%
N/A
144K $0
TRFK
Pacer Fds Tr
10.7K
+ 90.48%
N/A
22.6K $0
Pacer Fds Tr
46.7K
+ 86.84%
N/A
100K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
8.7K
+ 18.84%
N/A
54.9K $0
Rb Global Inc
176
+ 4.91%
N/A
3.76K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
2.07K
+ 1.83%
N/A
115K $0
Servicetitan Inc
2.21K
New
N/A
2.21K $0
SLGN
Silgan Holdings Inc

Consumer Cyclical
45
+ 0.98%
$50.6 - $57.53 $2.28K - $2.59K
4.66K $242K
Solventum Corp
192
+ 2.22%
N/A
8.84K $0
DGT
Spdr Global Dow ETF
1.8K
+ 37.2%
N/A
6.64K $0
Super Micro Computer Inc
53.5K
New
N/A
53.5K $0
T Rowe Price ETF Inc
4.07K
+ 45.4%
N/A
13K $0
Te Connectivity PLC
1.18K
+ 12.61%
N/A
10.6K $0
Techtarget Inc
34.4K
New
N/A
34.4K $0
Thomson Reuters Corp
230
+ 4.53%
N/A
5.31K $0
Tidal Tr Ii
16.2K
+ 145.0%
N/A
27.5K $0
Tidal Tr Ii
19.1K
New
N/A
19.1K $0
Tidal Tr Ii
12.4K
New
N/A
12.4K $0
TTAI
Fcf International Quality ETF
9.24K
New
N/A
9.24K $0
DWAC
Digital World Acquisition Corp.

Financial Services
5.9K
New
N/A
5.9K $0
Ubs Ag Jersey Branch
2.93K
New
N/A
2.93K $0
Wisdomtree Tr
2K
+ 37.32%
N/A
7.35K $0
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2.37K
+ 3.17%
$15.05 - $16.03 $35.7K - $38.1K
77.3K $1.18M
HES
Hess Corp

Energy
73
+ 1.87%
$127.66 - $148.65 $9.32K - $10.9K
3.97K $528K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
238
+ 1.98%
$24.66 - $27.63 $5.87K - $6.58K
12.3K $310K
PIM
Putnam Master Intermediate Income Trust

Financial Services
287
+ 1.81%
$3.21 - $3.42 $921 - $982
16.1K $52K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
316
+ 2.8%
$12.16 - $13.26 $3.84K - $4.19K
11.6K $146K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
3
+ 0.07%
$50.34 - $56.61 $151 - $170
4.24K $217K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
37
+ 0.21%
$2.54 - $2.66 $94 - $98.4
17.9K $45K
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
163
+ 1.73%
$35.61 - $38.84 $5.8K - $6.33K
9.6K $343K
OC
Owens Corning

Industrials
104
+ 3.13%
$169.41 - $210.81 $17.6K - $21.9K
3.43K $584K
RRX
Regal Rexnord Corp

Industrials
158
+ 6.38%
$153.56 - $182.22 $24.3K - $28.8K
2.63K $408K
EVRG
Evergy, Inc.

Utilities
488
+ 0.67%
$59.06 - $65.0 $28.8K - $31.7K
73.1K $4.5M
EYEN
Eyenovia, Inc.

Healthcare
105K
+ 216.12%
$0.08 - $0.57 $8.37K - $59.6K
153K $22K
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