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
BSCV
Invesco ETF Self Indexed Fd Tr
27.5K
+ 256.1%
$16.02 - $16.72 $441K - $460K
38.3K $614K
SRE
Sempra Energy

Utilities
1.95K
+ 3.01%
$80.81 - $94.77 $157K - $185K
66.6K $5.84M
ARKW
Ark Next Generation Internet E

ETFs
626
+ 3.9%
$82.66 - $120.04 $51.7K - $75.1K
16.7K $1.8M
NOCT
Innovator Growth 100 Power Buf

ETFs
8.26K
+ 134.9%
$49.49 - $52.11 $409K - $431K
14.4K $738K
XLRE
Select Sector Spdr Tr Real Est

ETFs
23.2K
+ 18.19%
$40.06 - $45.21 $928K - $1.05M
151K $6.12M
RPM
Rpm International Inc

Basic Materials
3.33K
+ 36.3%
$120.09 - $140.26 $399K - $466K
12.5K $1.54M
ITA
Ishares Tr

ETFs
5.17K
+ 6.83%
$144.31 - $157.31 $746K - $813K
80.9K $11.8M
SIVR
Abrdn Silver ETF Trust

ETFs
17K
+ 75.01%
$27.61 - $33.22 $470K - $565K
39.7K $1.1M
FNDA
Schwab Fundamental U S Small C

ETFs
34.2K
+ 170.92%
$29.26 - $59.11 $1M - $2.02M
54.3K $1.61M
PM
Philip Morris International Inc.

Consumer Defensive
4.24K
+ 4.74%
$118.38 - $133.06 $502K - $564K
93.7K $11.3M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
2.26K
+ 125.58%
$182.19 - $195.69 $412K - $443K
4.07K $748K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
14.1K
+ 113.3%
$17.13 - $34.23 $241K - $481K
26.5K $639K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
4.33K
+ 146.61%
$94.66 - $102.14 $409K - $442K
7.28K $693K
GMED
Globus Medical Inc

Healthcare
2.53K
+ 14.13%
$69.79 - $85.61 $177K - $217K
20.5K $1.69M
HEI
Heico Corp

Industrials
2.42K
+ 34.38%
$237.06 - $279.02 $574K - $676K
9.46K $2.25M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
8.5K
+ 35.66%
$49.74 - $50.43 $423K - $429K
32.3K $1.61M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
7.27K
+ 2.58%
$59.74 - $60.03 $434K - $436K
289K $17.3M
IEF
Ishares Barclays

ETFs
15.6K
+ 8.53%
$92.08 - $98.18 $1.44M - $1.54M
199K $18.4M
LGOV
First Tr ETF Iv Long Duration

ETFs
32.1K
+ 18.92%
$20.75 - $22.49 $665K - $721K
201K $4.2M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
9.36K
New
$41.66 - $43.47 $390K - $407K
9.36K $398K
VIST
Vista Energy, S.A.B. De C.V.

Energy
7.32K
New
$45.39 - $58.41 $332K - $428K
7.32K $396K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
691
+ 3.04%
$563.99 - $620.12 $390K - $429K
23.4K $13.3M
DLR
Digital Realty Trust, Inc.

Real Estate
80
+ 0.33%
$156.46 - $195.69 $12.5K - $15.7K
24.1K $4.28M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
38.6K
New
$9.94 - $11.39 $383K - $439K
38.6K $386K
ROK
Rockwell Automation, Inc

Industrials
1.05K
+ 23.65%
$264.65 - $302.92 $278K - $319K
5.5K $1.57M
VMC
Vulcan Materials CO

Basic Materials
1.32K
+ 24.88%
$237.95 - $292.31 $313K - $385K
6.61K $1.7M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
7.61K
New
$48.96 - $52.85 $372K - $402K
7.61K $374K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.35K
+ 6.02%
$33.92 - $36.6 $317K - $342K
165K $5.7M
VST
Vistra Corp.

Utilities
340
+ 2.04%
$115.74 - $166.61 $39.4K - $56.6K
17K $2.35M
CRDO
Credo Technology Group Holding LTD

Technology
5.44K
New
$30.16 - $77.25 $164K - $420K
5.44K $366K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
2.36K
+ 40.26%
$164.89 - $177.66 $388K - $418K
8.2K $1.36M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
7.32K
New
$48.43 - $52.86 $355K - $387K
7.32K $363K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.67K
+ 10.65%
$55.86 - $60.21 $317K - $341K
58.9K $3.37M
DMRC
Digimarc Corp

Technology
9.64K
New
$26.18 - $38.77 $252K - $374K
9.64K $360K
JHML
John Hancock Multifactor Large

ETFs
4.52K
+ 2.12%
$68.78 - $73.44 $311K - $332K
218K $15.2M
BSCU
Invesco Exc Self Ind Tr

ETFs
22.9K
+ 79.42%
$16.32 - $16.99 $374K - $389K
51.7K $846K
AWR
American States Water CO

Utilities
4.77K
+ 192.38%
$77.72 - $87.27 $371K - $416K
7.25K $563K
FTNT
Fortinet, Inc.

Technology
1.5K
+ 11.74%
$76.49 - $99.21 $114K - $148K
14.2K $1.34M
ITW
Illinois Tool Works Inc

Industrials
1.95K
+ 11.94%
$253.56 - $278.5 $495K - $543K
18.3K $4.64M
XEL
Xcel Energy Inc

Utilities
4.26K
+ 13.9%
$62.16 - $72.92 $265K - $311K
34.9K $2.36M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.92K
+ 5.94%
$61.52 - $66.5 $241K - $260K
69.8K $4.45M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7.01K
+ 31.26%
$50.53 - $55.55 $354K - $390K
29.4K $1.5M
JCI
Johnson Controls International PLC

Industrials
4.11K
+ 24.04%
$74.23 - $86.6 $305K - $356K
21.2K $1.67M
ENVX
Enovix Corp

Industrials
27.3K
+ 82.93%
$8.03 - $12.81 $219K - $349K
60.2K $653K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
13.6K
+ 21.46%
$25.35 - $25.53 $344K - $347K
76.9K $1.96M
PCEF
Invesco Cef Income Composite E

ETFs
18.6K
+ 85.36%
$19.05 - $19.86 $354K - $369K
40.3K $772K
MINO
Pimco ETF Tr Municipal Income

ETFs
8.78K
+ 18.31%
$44.94 - $46.07 $395K - $405K
56.7K $2.56M
AKAM
Akamai Technologies Inc

Technology
3.76K
+ 19.21%
N/A
23.4K $2.12M
GE
General Electric CO

Industrials
6.76K
+ 18.73%
$159.95 - $194.23 $1.08M - $1.31M
42.8K $7.15M
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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