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
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
9.71K
+ 23.7%
$7.83 - $8.16 $76.1K - $79.3K
50.7K $398K
SNY
Sanofi

Healthcare
8.44K
+ 23.4%
$45.89 - $57.31 $387K - $484K
44.5K $2.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
45.4K
+ 105.25%
$25.33 - $51.16 $1.15M - $2.32M
88.6K $2.29M
SRLN
Ssga Active Trust

ETFs
1.64K
+ 8.02%
$41.48 - $42.08 $68.1K - $69.1K
22.1K $922K
VTRS
Viatris Inc

Healthcare
2.54K
+ 5.78%
$11.32 - $13.37 $28.8K - $34K
46.5K $578K
ORCC
Owl Rock Capital Corp

Financial Services
4.96K
+ 15.78%
N/A
36.4K $487K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
2.93K
+ 9.26%
$46.31 - $51.02 $136K - $149K
34.5K $1.64M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
6.33K
+ 62.32%
$11.39 - $12.41 $72.1K - $78.6K
16.5K $192K
ATR
Aptargroup, Inc.

Healthcare
448
+ 30.68%
$156.73 - $176.15 $70.2K - $78.9K
1.91K $299K
GFL
Gfl Environmental Inc.

Industrials
709
+ 9.42%
$39.53 - $47.1 $28K - $33.4K
8.24K $366K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.89K
+ 23.78%
$27.8 - $29.05 $80.4K - $84K
15.1K $419K
ABC
Amerisourcebergen Corp

Healthcare
351
+ 2.09%
N/A
17.2K $3.18M
CNC
Centene Corp

Healthcare
4.08K
+ 32.92%
$56.71 - $73.94 $231K - $301K
16.5K $997K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
2.95K
+ 8.78%
$38.02 - $42.79 $112K - $126K
36.5K $1.43M
KLIC
Kulicke & Soffa Industries Inc

Technology
1.16K
+ 15.55%
$42.42 - $50.54 $49K - $58.4K
8.58K $400K
PSLV
Sprott Physical Silver Trust

Financial Services
7.77K
+ 59.52%
$9.65 - $11.76 $75K - $91.4K
20.8K $201K
EFV
Msci Eafe Value ETF

ETFs
41.6K
+ 9.93%
$51.78 - $57.15 $2.16M - $2.38M
461K $24.2M
WRB
Berkley W R Corp

Financial Services
524
+ 2.91%
$56.48 - $64.94 $29.6K - $34K
18.5K $1.08M
PFFA
Etfis Ser Tr I

ETFs
3.37K
+ 30.08%
$21.82 - $23.21 $73.4K - $78.1K
14.6K $318K
MBB
Ishares Tr

ETFs
8.72K
+ 4.89%
$91.26 - $95.82 $796K - $835K
187K $17.1M
CUZ
Cousins Properties Inc

Real Estate
1.04K
+ 4.0%
$28.63 - $31.94 $29.7K - $33.2K
27K $827K
IYG
Ishares Tr

ETFs
181
+ 2.54%
$70.24 - $82.34 $12.7K - $14.9K
7.3K $567K
PMM
Putnam Managed Municipal Income Trust

Financial Services
14.1K
+ 34.44%
$5.97 - $6.52 $84.2K - $91.9K
55K $328K
AGM
Federal Agricultural Mortgage Corp

Financial Services
150
+ 4.51%
$181.72 - $216.45 $27.3K - $32.5K
3.48K $684K
FCNCA
First Citizens Bancshares Inc

Financial Services
3
+ 1.5%
$1818.92 - $2353.08 $5.46K - $7.06K
203 $428K
FE
Firstenergy Corp

Utilities
6.36K
+ 15.15%
$39.14 - $44.52 $249K - $283K
48.3K $1.92M
OSIS
Osi Systems Inc

Technology
221
+ 14.72%
$131.41 - $187.75 $29K - $41.5K
1.72K $288K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.51K
+ 10.8%
N/A
25.7K $611K
NYF
Ishares New York Muni Bond ETF

ETFs
1.25K
+ 21.16%
$52.85 - $54.34 $66K - $67.8K
7.15K $380K
BNDX
Vanguard Total International B

ETFs
5.57K
+ 3.22%
$48.91 - $50.61 $273K - $282K
178K $8.75M
HMN
Horace Mann Educators Corp

Financial Services
46
+ 0.35%
$34.36 - $42.64 $1.58K - $1.96K
13.3K $522K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
1.33K
+ 24.92%
$40.26 - $44.35 $53.6K - $59K
6.67K $276K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.3K
+ 6.78%
$45.17 - $47.23 $149K - $156K
51.9K $2.35M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.48K
+ 16.38%
$26.55 - $27.32 $65.8K - $67.8K
17.6K $470K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.52K
+ 18.34%
$24.76 - $27.53 $37.6K - $41.8K
9.79K $264K
PNR
Pentair PLC

Industrials
440
+ 9.76%
$95.0 - $109.21 $41.8K - $48.1K
4.95K $498K
WAT
Waters Corp

Healthcare
121
+ 12.19%
$323.11 - $392.01 $39.1K - $47.4K
1.11K $413K
MLM
Martin Marietta Materials Inc

Basic Materials
155
+ 13.32%
$516.5 - $619.58 $80.1K - $96K
1.32K $681K
PATK
Patrick Industries Inc

Consumer Cyclical
4.21K
+ 84.35%
$82.71 - $146.16 $348K - $615K
9.2K $764K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
520
+ 42.59%
$165.45 - $196.93 $86K - $102K
1.74K $288K
KEYS
Keysight Technologies, Inc.

Technology
272
+ 4.99%
$149.01 - $172.53 $40.5K - $46.9K
5.72K $919K
AX
Axos Financial, Inc.

Financial Services
48
+ 0.68%
$59.93 - $86.6 $2.88K - $4.16K
7.12K $497K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
1.03K
+ 5.21%
$45.61 - $50.53 $47K - $52.1K
20.8K $965K
CWB
Spdr Bloomberg Convertible Sec

ETFs
634
+ 21.16%
$76.21 - $82.24 $48.3K - $52.1K
3.63K $282K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.61K
+ 5.93%
$209.89 - $233.24 $338K - $376K
28.8K $6.11M
DT
Dynatrace, Inc.

Technology
720
+ 5.27%
$51.09 - $59.6 $36.8K - $42.9K
14.4K $781K
LEVI
Levi Strauss & CO

Consumer Cyclical
5.84K
+ 52.5%
$15.8 - $21.68 $92.3K - $127K
17K $293K
JWN
Nordstrom Inc

Consumer Cyclical
725
+ 3.54%
$21.42 - $24.9 $15.5K - $18.1K
21.2K $511K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
776
+ 14.0%
$63.64 - $71.85 $49.4K - $55.8K
6.32K $405K
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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