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
EBAY
Ebay Inc

Consumer Cyclical
103
+ 0.51%
$57.51 - $67.17 $5.92K - $6.92K
20.3K $1.26M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
983
+ 8.88%
$26.39 - $35.74 $25.9K - $35.1K
12.1K $323K
PEY
Invesco Exchange Traded Fd Tr

ETFs
632
+ 0.57%
$21.1 - $23.08 $13.3K - $14.6K
112K $2.39M
DNL
Wiswisdomtree Tr

ETFs
7
+ 0.04%
$35.98 - $39.39 $252 - $276
17.9K $644K
TXT
Textron Inc

Industrials
128
+ 2.14%
$75.82 - $90.32 $9.7K - $11.6K
6.1K $466K
EXPI
Exp World Holdings, Inc.

Real Estate
263
+ 1.02%
$11.51 - $14.77 $3.03K - $3.88K
26K $299K
WSO
Watsco Inc

Industrials
39
+ 0.86%
$466.57 - $568.78 $18.2K - $22.2K
4.58K $2.17M
BCPC
Balchem Corp

Basic Materials
248
+ 3.04%
$163.0 - $183.41 $40.4K - $45.5K
8.42K $1.37M
CAG
Conagra Brands Inc.

Consumer Defensive
334
+ 2.13%
$26.48 - $32.72 $8.84K - $10.9K
16K $445K
BIBL
Northern Lts Fd Tr Iv

ETFs
1.58K
+ 2.19%
$38.73 - $42.41 $61.2K - $67K
73.6K $2.86M
SJM
J M Smucker CO

Consumer Defensive
983
+ 6.24%
$106.92 - $121.75 $105K - $120K
16.7K $1.84M
MCD
Mcdonalds Corp

Consumer Cyclical
4.74K
+ 4.81%
$288.47 - $316.54 $1.37M - $1.5M
103K $29.9M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
10.2K
+ 81.18%
$24.31 - $49.53 $249K - $508K
22.9K $557K
AVB
Avalonbay Communities Inc

Real Estate
1
+ 0.01%
$216.28 - $237.81 $216 - $238
13.2K $2.89M
FDL
First Tr Morningstar Dividend

ETFs
4.03K
+ 2.91%
$39.59 - $43.95 $160K - $177K
143K $5.74M
ENPH
Enphase Energy, Inc.

Technology
3.75K
+ 50.21%
$59.52 - $111.18 $223K - $417K
11.2K $771K
FCPT
Four Corners Property Trust, Inc.

Real Estate
736
+ 1.72%
$26.74 - $29.73 $19.7K - $21.9K
43.4K $1.18M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
863
+ 5.29%
$99.04 - $109.59 $85.5K - $94.6K
17.2K $1.71M
SPXC
Spx Corp

Industrials
59
+ 0.99%
$143.2 - $181.56 $8.45K - $10.7K
6.01K $874K
D
Dominion Energy, Inc

Utilities
3.11K
+ 5.05%
$52.63 - $60.92 $164K - $190K
64.8K $3.49M
WELL
Welltower Inc.

Real Estate
42
+ 0.1%
$123.11 - $139.3 $5.17K - $5.85K
40.8K $5.14M
FELE
Franklin Electric CO Inc

Industrials
455
+ 2.75%
$95.71 - $110.4 $43.5K - $50.2K
17K $1.66M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
32
+ 0.29%
$64.62 - $71.43 $2.07K - $2.29K
11K $711K
MNDY
Monday.Com Ltd.

Technology
27
+ 1.34%
$224.69 - $324.31 $6.07K - $8.76K
2.05K $481K
DGS
Wisdomtree Emerging Markets Sm

ETFs
129
+ 0.72%
$48.87 - $53.53 $6.3K - $6.91K
18.1K $887K
HROW
Harrow Health, Inc.

Healthcare
1.27K
+ 11.3%
$33.39 - $57.5 $42.5K - $73.2K
12.5K $420K
ILCV
Ishares Morningstar Value ETF

ETFs
943
+ 0.71%
$80.23 - $85.43 $75.7K - $80.6K
134K $10.9M
STBA
S&T Bancorp Inc

Financial Services
774
+ 2.52%
$37.59 - $44.12 $29.1K - $34.1K
31.4K $1.2M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
127
+ 0.31%
$47.77 - $51.75 $6.07K - $6.57K
41.3K $1.99M
CHE
Chemed Corp

Healthcare
11
+ 0.82%
$517.44 - $613.19 $5.69K - $6.75K
1.35K $717K
FIW
First Trust Water ETF

ETFs
4.9K
+ 6.05%
$102.02 - $110.91 $500K - $544K
86K $8.78M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.84K
+ 5.27%
$20.55 - $23.26 $99.4K - $112K
96.6K $2.04M
IYK
Ishares U.S. Consumer Staples

ETFs
274
+ 1.2%
$65.32 - $70.92 $17.9K - $19.4K
23.1K $1.51M
FEM
First Trust Emerging Markets A

ETFs
2.55K
+ 3.01%
$22.03 - $24.21 $56.1K - $61.7K
87.2K $1.92M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
141
+ 0.32%
$27.8 - $30.33 $3.92K - $4.28K
43.7K $1.22M
BEP
Brookfield Renewable Partners L.P.

Utilities
724
+ 3.09%
$22.59 - $28.9 $16.4K - $20.9K
24.2K $550K
QINT
American Centy ETF Tr Quality

ETFs
11
+ 0.04%
$47.57 - $51.38 $523 - $565
28.7K $1.38M
BAX
Baxter International Inc

Healthcare
736
+ 4.9%
$28.63 - $37.84 $21.1K - $27.9K
15.8K $459K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
212
+ 1.8%
$77.43 - $89.47 $16.4K - $19K
12K $932K
ROP
Roper Technologies Inc

Industrials
50
+ 1.3%
$519.85 - $575.95 $26K - $28.8K
3.9K $2.03M
MDU
Mdu Resources Group Inc

Industrials
2.32K
+ 13.85%
$15.1 - $30.28 $35K - $70.1K
19K $342K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.93K
+ 2.66%
$91.94 - $100.02 $729K - $793K
306K $28.3M
MKC
Mccormick & CO Inc

Consumer Defensive
488
+ 1.9%
$73.97 - $84.09 $36.1K - $41K
26.2K $1.99M
WM
Waste Management Inc

Industrials
2.22K
+ 2.26%
$201.79 - $228.46 $448K - $508K
101K $20.3M
FEP
First Trust Europe Alphadex Fu

ETFs
2.09K
+ 3.29%
$35.46 - $38.46 $74K - $80.3K
65.5K $2.35M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
404
+ 33.11%
$701.85 - $1046.91 $284K - $423K
1.62K $1.16M
TSCO
Tractor Supply CO

Consumer Cyclical
32.4K
+ 415.73%
$52.59 - $303.74 $1.7M - $9.83M
40.2K $2.13M
STX
Seagate Technology Holdings PLC

Technology
1.74K
+ 14.11%
$86.31 - $112.64 $150K - $196K
14K $1.21M
ADMA
Adma Biologics, Inc.

Healthcare
8.11K
+ 8.25%
$15.62 - $22.62 $127K - $183K
106K $1.82M
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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