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
IEV
Ishares Tr Europe ETF

ETFs
454
+ 10.53%
$52.03 - $57.63 $23.6K - $26.2K
4.77K $248K
MGM
Mgm Resorts International

Consumer Cyclical
1.07K
+ 11.84%
$33.44 - $41.99 $35.8K - $45K
10.1K $350K
REAX
Real Brokerage Inc

Real Estate
1.82K
+ 14.26%
$4.6 - $6.5 $8.37K - $11.8K
14.6K $67K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
6
+ 3.09%
$1124.26 - $1344.96 $6.75K - $8.07K
200 $251K
GAB
Gabelli Equity Trust Inc

Financial Services
220
+ 0.48%
$5.36 - $5.83 $1.18K - $1.28K
46.2K $248K
LMAT
Lemaitre Vascular Inc

Healthcare
77
+ 0.52%
$85.64 - $107.97 $6.59K - $8.31K
14.8K $1.36M
RYAAY
Ryanair Holdings PLC

Industrials
193
+ 2.51%
$42.1 - $47.3 $8.13K - $9.13K
7.89K $343K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
602
+ 8.03%
$30.42 - $36.45 $18.3K - $21.9K
8.1K $257K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
52
+ 1.05%
$44.25 - $47.77 $2.3K - $2.48K
4.98K $222K
FLMI
Franklin Dynamic Municipal Bon

ETFs
75
+ 0.59%
$24.42 - $25.06 $1.83K - $1.88K
12.7K $310K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
112
+ 1.38%
$42.8 - $44.98 $4.79K - $5.04K
8.23K $359K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
394
+ 1.08%
$8.36 - $8.71 $3.29K - $3.43K
36.7K $309K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
783
+ 7.3%
$21.96 - $24.21 $17.2K - $19K
11.5K $255K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
9
+ 0.08%
$5.26 - $6.15 $47.3 - $55.4
11K $58K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.17K
+ 4.54%
$46.69 - $49.2 $54.4K - $57.4K
26.9K $1.26M
MAA
Mid America Apartment Communities Inc.

Real Estate
25
+ 1.11%
$149.17 - $165.2 $3.73K - $4.13K
2.27K $351K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
1
+ 0.01%
$7.63 - $8.39 $7.63 - $8.39
10K $77K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
617
+ 7.81%
$52.1 - $57.26 $32.1K - $35.3K
8.51K $444K
ESI
Element Solutions Inc

Basic Materials
430
+ 3.96%
$24.64 - $29.33 $10.6K - $12.6K
11.3K $287K
MP
Mp Materials Corp.

Basic Materials
2.24K
+ 10.7%
$15.6 - $23.11 $34.9K - $51.8K
23.2K $361K
RS
Reliance Steel & Aluminum CO

Basic Materials
56
+ 4.75%
$264.2 - $326.32 $14.8K - $18.3K
1.23K $332K
SPH
Suburban Propane Partners LP

Utilities
480
+ 2.16%
$17.0 - $19.85 $8.16K - $9.53K
22.8K $391K
ALLE
Allegion PLC

Industrials
365
+ 9.75%
$130.63 - $153.36 $47.7K - $56K
4.11K $536K
AMCR
Amcor PLC

Consumer Cyclical
2.44K
+ 14.58%
$9.34 - $11.37 $22.8K - $27.7K
19.2K $180K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
3.48K
+ 3.37%
$125.4 - $135.42 $437K - $472K
107K $13.4M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
920
+ 5.28%
$17.87 - $19.48 $16.4K - $17.9K
18.3K $330K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
213
+ 1.75%
$21.41 - $23.64 $4.56K - $5.04K
12.4K $272K
INVA
Innoviva, Inc.

Healthcare
1.38K
+ 8.07%
$17.35 - $20.32 $24K - $28.1K
18.5K $320K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
193
+ 0.92%
$46.92 - $51.34 $9.06K - $9.91K
21.2K $1M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
31
+ 0.29%
$46.9 - $50.96 $1.45K - $1.58K
10.5K $499K
GNL
Global Net Lease, Inc.

Real Estate
1.31K
+ 7.32%
$7.02 - $8.61 $9.22K - $11.3K
19.2K $140K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
239
+ 0.93%
$23.42 - $24.2 $5.6K - $5.78K
25.9K $606K
TLRY
Tilray Brands, Inc.

Healthcare
22.8K
+ 23.06%
$1.16 - $1.77 $26.5K - $40.4K
122K $162K
WYNN
Wynn Resorts LTD

Consumer Cyclical
638
+ 9.4%
$84.3 - $106.41 $53.8K - $67.9K
7.43K $639K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
855
+ 7.41%
$11.91 - $14.14 $10.2K - $12.1K
12.4K $151K
DEEP
ETF Ser Solutions Roundhill Ac

Technology
15
+ 0.19%
$34.22 - $37.6 $513 - $564
7.96K $274K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.12K
+ 1.53%
$51.54 - $52.55 $57.9K - $59.1K
74.5K $3.85M
JLL
Jones Lang Lasalle Inc

Real Estate
22
+ 2.17%
$246.93 - $283.67 $5.43K - $6.24K
1.04K $261K
HDV
Ishares Core High Dividend ETF

ETFs
5.41K
+ 4.68%
$110.82 - $121.28 $600K - $656K
121K $13.6M
PHG
Koninklijke Philips Nv

Healthcare
2.22K
+ 23.72%
$24.71 - $32.66 $54.8K - $72.5K
11.6K $293K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.33K
+ 15.62%
$75.95 - $88.05 $177K - $205K
17.2K $1.31M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
45
+ 0.16%
$3.76 - $4.47 $169 - $201
28.5K $107K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
331
+ 1.08%
$10.56 - $11.31 $3.5K - $3.74K
30.9K $331K
DUK
Duke Energy Corp

Utilities
6.71K
+ 6.86%
$105.76 - $120.76 $709K - $810K
104K $11.2M
IXJ
Ishares Global Healthcare ETF

ETFs
157
+ 6.41%
$85.65 - $98.34 $13.4K - $15.4K
2.61K $224K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
20
+ 0.18%
$34.5 - $36.32 $690 - $726
10.9K $381K
NXST
Nexstar Media Group, Inc.

Communication Services
14
+ 0.53%
$157.01 - $188.5 $2.2K - $2.64K
2.67K $421K
SHEN
Shenandoah Telecommunications CO

Communication Services
109
+ 0.91%
$12.42 - $15.58 $1.35K - $1.7K
12K $151K
WDC
Western Digital Corp

Technology
439
+ 8.67%
$59.62 - $73.43 $26.2K - $32.2K
5.5K $328K
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