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
OGS
One Gas, Inc.

Utilities
24
+ 0.61%
$66.96 - $78.69 $1.61K - $1.89K
3.99K $276K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
100
+ 0.38%
$24.59 - $25.81 $2.46K - $2.58K
26.4K $650K
RNR
Renaissancere Holdings LTD

Financial Services
133
+ 5.86%
$241.97 - $287.47 $32.2K - $38.2K
2.4K $598K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
81
+ 0.26%
$40.38 - $44.35 $3.27K - $3.59K
31.4K $1.29M
SEE
Sealed Air Corp

Consumer Cyclical
690
+ 3.82%
$33.59 - $37.3 $23.2K - $25.7K
18.8K $635K
WFG
West Fraser Timber Co., LTD

Basic Materials
121
+ 4.2%
$84.65 - $101.14 $10.2K - $12.2K
3K $259K
RDY
Dr Reddys Laboratories LTD

Healthcare
90.2K
+ 396.59%
$13.99 - $79.75 $1.26M - $7.19M
113K $1.78M
IXC
Ishares Tr Global Energy ETF

ETFs
5.97K
+ 5.46%
$36.95 - $43.06 $220K - $257K
115K $4.4M
WPM
Wheaton Precious Metals Corp.

Basic Materials
137
+ 2.12%
$56.08 - $68.53 $7.68K - $9.39K
6.6K $371K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
523
+ 2.69%
$7.21 - $9.99 $3.77K - $5.22K
20K $145K
FIZZ
National Beverage Corp

Consumer Defensive
31
+ 0.47%
$42.5 - $50.03 $1.32K - $1.55K
6.69K $285K
LUMN
Lumen Technologies, Inc.

Communication Services
969
+ 5.11%
$5.31 - $10.12 $5.15K - $9.81K
19.9K $105K
PIO
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.04%
$39.06 - $42.96 $117 - $129
7.41K $289K
SCHO
Schwab Short Term Us Treasury

ETFs
8.47K
+ 90.54%
$24.06 - $48.88 $204K - $414K
17.8K $428K
THO
Thor Industries Inc

Consumer Cyclical
41
+ 1.71%
$94.35 - $115.54 $3.87K - $4.74K
2.44K $233K
VOYA
Voya Financial, Inc.

Financial Services
98
+ 2.64%
$65.93 - $83.9 $6.46K - $8.22K
3.8K $261K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.14K
+ 4.28%
$26.65 - $29.34 $30.2K - $33.3K
27.6K $749K
LNTH
Lantheus Holdings, Inc.

Healthcare
132
+ 5.87%
$76.22 - $116.71 $10.1K - $15.4K
2.38K $213K
NIO
Nio Inc.

Consumer Cyclical
6.24K
+ 23.63%
$4.31 - $7.21 $26.9K - $45K
32.6K $142K
RPRX
Royalty Pharma PLC

Healthcare
115
+ 0.87%
$24.28 - $28.39 $2.79K - $3.26K
13.3K $339K
FNDE
Schwab Fundamental Emerging Mk

ETFs
23
+ 0.21%
$28.89 - $33.95 $664 - $781
10.9K $315K
QTEC
First Trust Nasdaq 100 Technol

ETFs
36
+ 0.26%
$185.87 - $204.12 $6.69K - $7.35K
13.9K $2.61M
RIG
Transocean Ltd.

Energy
4.29K
+ 4.17%
$3.47 - $4.67 $14.9K - $20K
107K $401K
UFPT
Ufp Technologies Inc

Healthcare
87
+ 11.23%
$238.73 - $346.29 $20.8K - $30.1K
862 $210K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
4.09K
+ 2.7%
$7.67 - $8.25 $31.4K - $33.7K
156K $1.2M
FLIN
Franklin Templeton ETF Tr

ETFs
1.82K
+ 6.76%
$37.75 - $41.62 $68.7K - $75.7K
28.7K $1.09M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
123
+ 0.37%
$19.47 - $20.95 $2.39K - $2.58K
33.3K $650K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.02K
+ 3.89%
$26.63 - $30.23 $27.2K - $30.8K
27.2K $725K
ARKG
Ark Genomic Revolution ETF (De

ETFs
702
+ 2.51%
$22.66 - $27.11 $15.9K - $19K
28.7K $675K
MOH
Molina Healthcare, Inc.

Healthcare
100
+ 7.6%
$274.73 - $341.91 $27.5K - $34.2K
1.42K $412K
UFPI
Ufp Industries Inc

Basic Materials
147
+ 4.68%
$112.19 - $139.02 $16.5K - $20.4K
3.29K $370K
CLF
Cleveland Cliffs Inc.

Basic Materials
1.48K
+ 9.04%
$9.24 - $13.94 $13.7K - $20.6K
17.8K $167K
JHX
James Hardie Industries PLC

Basic Materials
522
+ 8.26%
$30.81 - $38.63 $16.1K - $20.2K
6.84K $210K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
61
+ 3.07%
$97.45 - $121.28 $5.94K - $7.4K
2.05K $203K
BBY
Best Buy CO Inc

Consumer Cyclical
974
+ 13.41%
$85.2 - $101.35 $83K - $98.7K
8.24K $706K
EQR
Equity Residential

Real Estate
349
+ 1.37%
$69.12 - $77.48 $24.1K - $27K
25.8K $1.85M
SWK
Stanley Black & Decker, Inc.

Industrials
337
+ 14.28%
$79.07 - $109.36 $26.6K - $36.9K
2.7K $216K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
754
+ 5.55%
$40.0 - $52.93 $30.2K - $39.9K
14.3K $577K
BP
Bp PLC

Energy
3.8K
+ 4.37%
$28.16 - $33.14 $107K - $126K
90.7K $2.68M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
987
+ 5.45%
$28.08 - $34.19 $27.7K - $33.7K
19.1K $536K
ROL
Rollins Inc

Consumer Cyclical
1K
+ 4.57%
$46.35 - $51.59 $46.5K - $51.8K
23K $1.06M
FLBR
Franklin Templeton ETF Tr

ETFs
1.2K
+ 7.24%
$14.15 - $18.39 $17K - $22.1K
17.8K $252K
MMM
3 M CO

Industrials
1.89K
+ 4.85%
$124.74 - $137.12 $235K - $258K
40.8K $5.27M
BXP
Boston Properties Inc

Real Estate
68
+ 0.72%
$73.33 - $89.72 $4.99K - $6.1K
9.45K $702K
EXC
Exelon Corp

Utilities
1.94K
+ 4.36%
$36.22 - $40.97 $70.1K - $79.3K
46.3K $1.74M
AVNT
Avient Corp

Basic Materials
1.09K
+ 10.12%
$40.12 - $53.17 $43.5K - $57.7K
11.8K $482K
HRB
H&R Block Inc

Consumer Cyclical
259
+ 3.89%
$52.14 - $63.36 $13.5K - $16.4K
6.91K $365K
RWO
Spdr Dow Jones Global Real Est

ETFs
122
+ 0.92%
$42.41 - $47.31 $5.17K - $5.77K
13.4K $573K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
29
+ 0.3%
$42.32 - $55.35 $1.23K - $1.61K
9.69K $414K
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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