Avantax Advisory Services, Inc. Incresed Positions in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WSFS
Wsfs Financial Corp

Financial Services
493
+ 1.58%
$48.57 - $61.09 $23.9K - $30.1K
31.7K $1.69M
COP
Conocophillips

Energy
9.82K
+ 6.79%
$95.12 - $114.72 $934K - $1.13M
155K $15.3M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
4.16K
+ 39.46%
$24.5 - $25.72 $102K - $107K
14.7K $361K
AB
Alliancebernstein Holding L.P.

Financial Services
1.5K
+ 9.86%
$34.59 - $38.68 $51.9K - $58.1K
16.7K $620K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
4.76K
+ 34.96%
$39.01 - $50.76 $186K - $241K
18.4K $716K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
422
+ 7.31%
$159.11 - $178.39 $67.1K - $75.3K
6.19K $1.02M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.63K
+ 37.73%
$61.93 - $70.49 $101K - $115K
5.95K $391K
WSM
Williams Sonoma Inc

Consumer Cyclical
70
+ 2.79%
$129.13 - $198.21 $9.04K - $13.9K
2.58K $476K
FISV
Fiserv Inc

Technology
697
+ 2.96%
N/A
24.2K $3.03M
IGE
Ishares Tr North Amern Nat Res

ETFs
3.05K
+ 9.29%
$41.52 - $48.01 $127K - $146K
35.9K $1.53M
RWK
Invesco Exchange Traded Fd Tr

ETFs
743
+ 13.15%
$114.67 - $126.49 $85.2K - $94K
6.39K $743K
ANSS
Ansys Inc

Technology
63
+ 1.89%
$313.05 - $361.45 $19.7K - $22.8K
3.4K $1.15M
ASX
Ase Technology Holding Co., Ltd.

Technology
2.68K
+ 1.43%
$9.49 - $10.74 $25.4K - $28.8K
190K $1.92M
HPE
Hewlett Packard Enterprise CO

Technology
2.05K
+ 4.44%
$19.31 - $23.95 $39.5K - $49K
48.1K $1.03M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
6.12K
+ 32.34%
$21.0 - $23.52 $129K - $144K
25K $534K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
9.76K
+ 43.77%
$10.97 - $12.21 $107K - $119K
32.1K $354K
CHD
Church & Dwight CO Inc

Consumer Defensive
798
+ 5.82%
$99.11 - $112.25 $79.1K - $89.6K
14.5K $1.52M
HYG
Ishares Tr

ETFs
2.32K
+ 3.92%
$78.09 - $80.04 $181K - $185K
61.4K $4.83M
LVHI
Franklin International Low Vol

ETFs
4.58K
+ 4.58%
$29.98 - $31.57 $137K - $145K
105K $3.19M
MWA
Mueller Water Products, Inc.

Industrials
2.95K
+ 13.67%
$21.37 - $25.97 $63K - $76.6K
24.5K $551K
PCTY
Paylocity Holding Corp

Technology
98
+ 5.32%
$162.14 - $213.79 $15.9K - $21K
1.94K $386K
ZBRA
Zebra Technologies Corp

Technology
135
+ 6.9%
$360.09 - $411.94 $48.6K - $55.6K
2.09K $807K
ZM
Zoom Video Communications, Inc.

Technology
92
+ 1.45%
$67.21 - $89.03 $6.18K - $8.19K
6.46K $527K
HII
Huntington Ingalls Industries, Inc.

Industrials
2.55K
+ 47.87%
$184.96 - $264.65 $471K - $674K
7.87K $1.49M
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.8K
+ 6.51%
$30.67 - $30.84 $85.8K - $86.3K
45.8K $1.41M
GPN
Global Payments Inc

Industrials
173
+ 2.74%
$97.57 - $119.38 $16.9K - $20.7K
6.48K $726K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.71K
+ 10.83%
$20.98 - $21.19 $77.8K - $78.6K
38K $799K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.9K
+ 3.83%
$51.09 - $55.27 $660K - $713K
350K $17.9M
WTFC
Wintrust Financial Corp

Financial Services
146
+ 3.81%
$104.15 - $138.5 $15.2K - $20.2K
3.98K $496K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.72K
+ 3.26%
$50.73 - $51.08 $87.2K - $87.8K
54.5K $2.77M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
903
+ 17.71%
$85.41 - $87.1 $77.1K - $78.7K
6K $518K
PLMR
Palomar Holdings, Inc.

Financial Services
145
+ 2.55%
$88.38 - $112.17 $12.8K - $16.3K
5.84K $616K
VVV
Valvoline Inc

Energy
4.01K
+ 33.73%
$36.18 - $43.41 $145K - $174K
15.9K $575K
ADSK
Autodesk, Inc.

Technology
312
+ 6.63%
N/A
5.02K $1.23M
CAH
Cardinal Health Inc

Healthcare
99
+ 1.25%
$107.89 - $125.33 $10.7K - $12.4K
8.03K $950K
IBB
Ishares Biotechnology ETF

ETFs
1.06K
+ 21.46%
$131.21 - $148.85 $140K - $158K
6.02K $796K
AGNC
Agnc Investment Corp.

Real Estate
15.9K
+ 27.3%
$9.21 - $10.59 $146K - $168K
73.9K $680K
FMF
First Trust Managed Futures St

ETFs
1.44K
+ 2.31%
$46.63 - $49.57 $67K - $71.2K
63.5K $3.02M
INSM
Insmed Inc

Healthcare
1.49K
+ 19.86%
$66.29 - $76.63 $98.5K - $114K
8.97K $619K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
2.69K
+ 14.7%
$20.7 - $22.35 $55.6K - $60.1K
21K $456K
PHYS
Sprott Physical Gold Trust

Financial Services
3.78K
+ 31.15%
$19.66 - $21.66 $74.3K - $81.9K
15.9K $320K
FTF
Franklin LTD Duration Income Trust

Financial Services
11K
+ 42.69%
$6.39 - $6.77 $70.4K - $74.5K
36.8K $243K
FLGV
Franklin Templeton ETF Trfrank

ETFs
4.33K
+ 25.72%
$20.03 - $21.07 $86.7K - $91.2K
21.2K $425K
HRL
Hormel Foods Corp

Consumer Defensive
2.97K
+ 4.33%
$29.21 - $33.55 $86.8K - $99.7K
71.7K $2.25M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
2.53K
+ 16.04%
$31.59 - $32.95 $79.9K - $83.3K
18.3K $585K
SCHR
Schwab Intermediate Term Us Tr

ETFs
17.6K
+ 129.87%
$24.19 - $50.58 $426K - $891K
31.2K $757K
OTTR
Otter Tail Corp

Utilities
1.26K
+ 23.03%
$73.59 - $85.52 $92.8K - $108K
6.74K $497K
PAA
Plains All American Pipeline LP

Energy
4.24K
+ 41.6%
$16.27 - $18.67 $69K - $79.2K
14.4K $246K
ICVT
Ishares Tr Convertible Bond Et

ETFs
624
+ 5.69%
$83.09 - $89.28 $51.8K - $55.7K
11.6K $984K
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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