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
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
31.3K
+ 10.74%
$52.0 - $55.66 $1.63M - $1.74M
323K $17.3M
XSMO
Invesco S&P Smallcap Momentum

ETFs
28.2K
+ 230.55%
$65.08 - $73.72 $1.83M - $2.08M
40.4K $2.67M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
92.5K
+ 928.31%
$19.27 - $20.9 $1.78M - $1.93M
103K $2.02M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
63.6K
+ 828.72%
$28.56 - $30.02 $1.82M - $1.91M
71.3K $2.04M
EMR
Emerson Electric CO

Industrials
4.3K
+ 4.9%
$108.13 - $134.33 $465K - $577K
92K $11.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
17.3K
+ 1.74%
$87.25 - $95.52 $1.51M - $1.65M
1.01M $89.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.24K
+ 1.13%
$129.96 - $144.97 $292K - $325K
200K $27.9M
IJK
Ishares S&P Midcap 400 Growth

ETFs
19.8K
+ 31.14%
$90.66 - $99.46 $1.79M - $1.97M
83.2K $7.56M
MSI
Motorola Solutions, Inc.

Technology
3.53K
+ 44.77%
$449.08 - $504.6 $1.59M - $1.78M
11.4K $5.28M
NOW
Service Now, Inc.

Technology
35
+ 0.35%
$867.18 - $1148.42 $30.4K - $40.2K
10.2K $10.8M
PVAL
Putnam ETF Tr Putnam Focused L
46.6K
+ 63.23%
$36.85 - $39.99 $1.72M - $1.86M
120K $4.46M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
19.7K
+ 43.22%
$89.9 - $100.66 $1.77M - $1.99M
65.4K $5.91M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
38.2K
+ 10.26%
$40.82 - $45.39 $1.56M - $1.73M
410K $17.1M
RWR
Spdr Dow Jones Reit ETF

ETFs
16.3K
New
$97.84 - $108.61 $1.6M - $1.77M
16.3K $1.61M
SPYG
Spdr Portfolio

ETFs
11.8K
+ 10.75%
$81.74 - $91.38 $964K - $1.08M
122K $10.7M
CMF
Ishares California Muni Bond E

ETFs
27.8K
+ 107.15%
$56.66 - $58.1 $1.58M - $1.62M
53.8K $3.08M
JCPB
J P Morgan Exchange Traded Fd

ETFs
39.4K
+ 35.01%
$46.07 - $48.17 $1.82M - $1.9M
152K $7M
OKE
Oneok Inc

Energy
7.5K
+ 8.54%
$92.28 - $117.05 $692K - $878K
95.4K $9.58M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
19.5K
+ 11.19%
$72.62 - $77.83 $1.42M - $1.52M
194K $14.3M
AVUS
American Centy ETF Tr Avantis

ETFs
14.3K
+ 18.57%
$94.36 - $102.06 $1.35M - $1.46M
91.3K $8.85M
HON
Honeywell International Inc

Industrials
2.04K
+ 3.72%
$202.84 - $236.0 $414K - $482K
56.9K $12.9M
IAK
Ishares Tr

ETFs
11.7K
+ 392.42%
$123.78 - $138.16 $1.45M - $1.62M
14.7K $1.86M
ABNB
Airbnb, Inc.

Consumer Cyclical
10.6K
+ 86.68%
$125.36 - $147.37 $1.33M - $1.57M
22.9K $3.01M
RWL
Invesco Exchange Traded Fd Tr

ETFs
14.8K
+ 10.61%
$97.11 - $104.1 $1.43M - $1.54M
154K $15.1M
JMEE
J P Morgan Exchange Traded Fd

ETFs
23.4K
New
$60.1 - $66.4 $1.41M - $1.55M
23.4K $1.41M
ENB
Enbridge Inc

Energy
15.4K
+ 3.7%
$40.4 - $43.92 $620K - $674K
430K $18.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
26.2K
+ 61.7%
$46.94 - $51.62 $1.23M - $1.35M
68.6K $3.43M
CGGO
Capital Group Global Growth Eq

ETFs
52.1K
+ 37.22%
$29.21 - $30.67 $1.52M - $1.6M
192K $5.62M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
29K
+ 23.07%
$47.5 - $47.86 $1.38M - $1.39M
155K $7.37M
BA
Boeing CO

Industrials
2.15K
+ 5.44%
$138.14 - $180.72 $296K - $388K
41.5K $7.35M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
27.9K
+ 108.4%
$47.07 - $48.75 $1.31M - $1.36M
53.7K $2.57M
BKNG
Booking Holdings Inc.

Consumer Cyclical
158
+ 21.38%
$4100.99 - $5300.34 $648K - $837K
897 $4.46M
FXI
Ishares Tr

ETFs
43.7K
New
$29.52 - $36.69 $1.29M - $1.6M
43.7K $1.33M
CHKP
Check Point Software Technologies LTD

Technology
7.31K
+ 87.89%
$170.18 - $209.01 $1.24M - $1.53M
15.6K $2.92M
ABT
Abbott Laboratories

Healthcare
12.7K
+ 7.96%
$111.93 - $119.39 $1.42M - $1.51M
172K $19.4M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
27.2K
+ 94.62%
$47.98 - $49.47 $1.31M - $1.35M
56K $2.7M
SPOT
Spotify Technology S.A.

Communication Services
1.77K
+ 28.29%
$362.95 - $502.38 $641K - $888K
8.01K $3.58M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
28.6K
+ 18.38%
$49.79 - $51.14 $1.43M - $1.46M
185K $9.25M
BX
Blackstone Inc.

Financial Services
3.4K
+ 9.53%
$148.45 - $199.05 $505K - $677K
39.1K $6.74M
IWN
Ishares Russell2000 Val ETF

ETFs
8.22K
+ 29.51%
$162.69 - $181.35 $1.34M - $1.49M
36.1K $5.92M
INDA
Ishares Msci India Index Fund

ETFs
25.1K
+ 312.22%
$52.64 - $58.16 $1.32M - $1.46M
33.1K $1.74M
DGRO
Ishares Core Dividend Growth E

ETFs
27.5K
+ 8.87%
$60.73 - $64.94 $1.67M - $1.79M
338K $20.7M
OEF
Ishares S&P 100 ETF

ETFs
4.66K
+ 14.66%
N/A
36.4K $9.69M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.2K
+ 12.29%
$66.77 - $71.52 $1.02M - $1.09M
139K $9.58M
IBHG
Ishares Tr Ibonds 2027 Term Hi
54.4K
New
$22.11 - $22.54 $1.2M - $1.23M
54.4K $1.21M
SOUN
Soundhound Ai, Inc.

Technology
36.6K
+ 116.63%
$4.51 - $24.23 $165K - $887K
68K $1.35M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
62.2K
+ 16.35%
$17.93 - $18.8 $1.11M - $1.17M
443K $8.06M
BDX
Becton Dickinson & CO

Healthcare
6.06K
+ 48.44%
$220.02 - $243.75 $1.33M - $1.48M
18.6K $4.21M
SAP
Sap Se

Technology
3.57K
+ 19.54%
$218.13 - $255.54 $779K - $912K
21.8K $5.38M
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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