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
SECT
Sector 10, Inc.

ETFs
13.6K
+ 11.78%
$53.17 - $57.82 $723K - $787K
129K $7.08M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
5.29K
+ 8.52%
$119.61 - $136.3 $632K - $720K
67.3K $8.32M
AVUV
American Centy ETF Tr Avantis

ETFs
7.74K
+ 4.83%
$94.37 - $106.41 $730K - $823K
168K $16.2M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
36.6K
+ 82.4%
$23.29 - $23.93 $854K - $877K
81.1K $1.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.07K
+ 6.92%
$241.48 - $274.89 $499K - $568K
31.9K $8.1M
EPD
Enterprise Products Partners L.P.

Energy
17.1K
+ 13.16%
$28.66 - $34.43 $490K - $589K
147K $4.61M
ISRG
Intuitive Surgical Inc

Healthcare
257
+ 1.14%
$471.27 - $550.62 $121K - $142K
22.8K $11.9M
BSX
Boston Scientific Corp

Healthcare
7.28K
+ 24.99%
$83.62 - $91.5 $609K - $666K
36.4K $3.25M
ETR
Entergy Corp

Utilities
34.2K
+ 107.0%
$73.19 - $156.4 $2.5M - $5.35M
66.1K $5.01M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.76K
+ 5.76%
$311.11 - $335.64 $548K - $591K
32.3K $10.4M
HELE
Helen Of Troy LTD

Consumer Defensive
13.4K
New
$59.46 - $73.79 $798K - $991K
13.4K $803K
C
Citigroup Inc

Financial Services
3.81K
+ 5.74%
$61.31 - $72.5 $234K - $276K
70.2K $4.94M
TFC
Truist Financial Corp

Financial Services
15.8K
+ 11.11%
$41.51 - $48.1 $658K - $762K
158K $6.87M
DE
Deere & CO

Industrials
1.52K
+ 7.26%
$389.45 - $466.0 $591K - $707K
22.4K $9.49M
ELS
Equity Lifestyle Properties Inc

Real Estate
11.6K
New
$66.06 - $72.51 $768K - $843K
11.6K $774K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.5K
+ 3.07%
$417.69 - $450.94 $628K - $678K
50.4K $21.5M
FBT
First Trust Nyse Arca Biotechn

ETFs
4.66K
+ 115.45%
$161.65 - $178.69 $752K - $832K
8.69K $1.44M
QUBT
Quantum Computing Inc.

Technology
42.8K
New
$0.64 - $21.61 $27.4K - $925K
42.8K $747K
NI
Nisource Inc.

Utilities
11.8K
+ 7.95%
$33.74 - $38.25 $397K - $450K
160K $5.87M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
156
+ 1.18%
$173.13 - $258.09 $27K - $40.3K
13.4K $3.08M
PEAK
Healthpeak Properties, Inc.

Real Estate
38.5K
+ 144.11%
N/A
65.2K $1.24M
OMFL
Invesco Exchange Traded Self I

ETFs
12.8K
+ 46.88%
$52.49 - $56.58 $672K - $725K
40.1K $2.18M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.48K
+ 2.53%
$176.42 - $186.91 $967K - $1.02M
222K $39.6M
FV
First Trust Dorsey Wright Focu

ETFs
11.9K
+ 136.16%
$57.47 - $62.82 $685K - $749K
20.7K $1.22M
CBRE
Cbre Group, Inc.

Real Estate
4.87K
+ 49.62%
$119.22 - $140.71 $581K - $686K
14.7K $1.93M
GLW
Corning Inc

Technology
9.61K
+ 9.5%
$44.11 - $49.76 $424K - $478K
111K $5.26M
TJX
Tjx Companies Inc

Consumer Cyclical
3.55K
+ 4.36%
$112.15 - $127.2 $398K - $452K
84.9K $10.3M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
21.9K
+ 22.54%
$28.48 - $29.56 $623K - $647K
119K $3.48M
QDPL
Pacer Fds Tr Metaurus Us Large
17.6K
+ 61.69%
$37.54 - $40.11 $660K - $705K
46.1K $1.77M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
14.2K
+ 32.6%
$51.58 - $52.91 $733K - $752K
57.8K $2.99M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.33K
+ 2.5%
$178.39 - $215.0 $237K - $286K
54.5K $10.5M
VONV
Vanguard Russell 1000 Value Et

ETFs
8.68K
+ 72.24%
$80.87 - $87.69 $702K - $761K
20.7K $1.68M
APLE
Apple Hospitality Reit, Inc.

Real Estate
44.2K
New
$14.68 - $16.32 $649K - $722K
44.2K $678K
QBTS
D Wave Quantum Inc.

Technology
80.7K
New
$0.89 - $9.91 $71.9K - $800K
80.7K $676K
SNOW
Snowflake Inc.

Technology
2.11K
+ 23.89%
$109.65 - $186.51 $231K - $393K
10.9K $1.69M
NDAQ
Nasdaq, Inc.

Financial Services
2.59K
+ 2.42%
$70.87 - $83.05 $183K - $215K
110K $8.47M
XLE
Energy Sector Spdr

ETFs
12.9K
+ 6.16%
$83.32 - $97.27 $1.07M - $1.25M
222K $19M
ARMK
Aramark

Industrials
17.4K
New
$37.25 - $42.22 $649K - $736K
17.4K $650K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
48.6K
+ 48.72%
$18.62 - $22.39 $904K - $1.09M
148K $2.8M
JPEM
Jp Morgan Diversified Return

ETFs
26.3K
+ 17.18%
$51.88 - $57.84 $1.36M - $1.52M
179K $9.31M
VCTR
Victory Capital Holdings, Inc.

Financial Services
9.7K
New
$54.76 - $72.24 $531K - $701K
9.7K $634K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
37.8K
+ 5.15%
$43.6 - $47.2 $1.65M - $1.79M
773K $33.8M
STT
State Street Corp

Financial Services
5.9K
+ 108.98%
$85.96 - $100.78 $507K - $594K
11.3K $1.11M
SLB
Schlumberger Limited

Energy
22K
+ 36.27%
$36.83 - $45.59 $811K - $1M
82.7K $3.17M
IWC
Russell Micro Cap ETF

ETFs
872
+ 1.21%
$120.3 - $138.84 $105K - $121K
72.8K $9.49M
FGRO
Fidelity Covington Tr

ETFs
27.6K
+ 16.66%
N/A
193K $4.33M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.9K
+ 14.98%
$55.73 - $66.16 $440K - $522K
60.6K $3.65M
JEF
Jefferies Financial Group Inc.

Financial Services
6.16K
+ 77.68%
$61.95 - $81.75 $382K - $503K
14.1K $1.1M
BK
Bank Of New York Mellon Corp

Financial Services
4.09K
+ 6.89%
$70.82 - $81.87 $290K - $335K
63.4K $4.87M
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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