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
NTAP
Net App, Inc.

Technology
447
+ 14.73%
$115.31 - $131.11 $51.5K - $58.6K
3.48K $404K
NMR
Nomura Holdings Inc

Financial Services
3.92K
+ 31.19%
$5.05 - $6.25 $19.8K - $24.5K
16.5K $95K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4.58K
+ 19.76%
$12.1 - $13.52 $55.4K - $61.9K
27.7K $340K
TRP
Tc Energy Corp

Energy
829
+ 9.49%
$44.03 - $50.23 $36.5K - $41.6K
9.56K $445K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
51
+ 1.91%
$180.39 - $205.43 $9.2K - $10.5K
2.72K $514K
LKQ
Lkq Corp

Consumer Cyclical
1.41K
+ 19.48%
$36.0 - $39.99 $50.9K - $56.5K
8.67K $318K
LXP
Lxp Industrial Trust

Real Estate
7.61K
+ 44.77%
$8.12 - $9.89 $61.8K - $75.3K
24.6K $199K
SUN
Sunoco LP

Energy
1.05K
+ 9.48%
$50.8 - $56.82 $53.2K - $59.5K
12.1K $622K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.19K
+ 2.43%
$8.24 - $11.07 $9.77K - $13.1K
49.9K $465K
IRT
Independence Realty Trust, Inc.

Real Estate
1.85K
+ 13.37%
$18.78 - $22.01 $34.7K - $40.6K
15.7K $310K
JHSC
John Hancock ETF Tr Multifacto

ETFs
833
+ 6.7%
$39.44 - $43.65 $32.9K - $36.4K
13.3K $527K
STLD
Steel Dynamics Inc

Basic Materials
280
+ 4.61%
N/A
6.35K $623K
NOK
Nokia Corp

Technology
5.95K
+ 24.56%
$4.13 - $4.95 $24.6K - $29.4K
30.2K $133K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.35K
+ 5.48%
$24.19 - $24.63 $32.6K - $33.2K
26K $628K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.25K
+ 14.82%
$24.82 - $25.48 $31.1K - $31.9K
9.7K $241K
SLV
I Shares Silver Trust

ETFs
7.32K
+ 9.05%
$26.33 - $31.74 $193K - $232K
88.2K $2.32M
SAIA
Saia Inc

Industrials
30
+ 4.63%
$411.44 - $569.08 $12.3K - $17.1K
678 $308K
ADC
Agree Realty Corp

Real Estate
786
+ 12.08%
$69.44 - $77.65 $54.6K - $61K
7.29K $513K
PRN
Invesco Dwa Industrials Moment

ETFs
123
+ 1.88%
$151.92 - $177.75 $18.7K - $21.9K
6.66K $1.02M
SAN
Banco Santander, S.A.

Financial Services
12.7K
+ 20.03%
$4.49 - $5.05 $57K - $64.1K
76K $346K
JBHT
Hunt J B Transport Services Inc

Industrials
172
+ 4.15%
$164.22 - $197.19 $28.2K - $33.9K
4.32K $737K
ROKU
Roku, Inc

Communication Services
352
+ 3.21%
$64.08 - $84.12 $22.6K - $29.6K
11.3K $842K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
593
+ 2.03%
$77.23 - $82.11 $45.8K - $48.7K
29.8K $2.32M
NTNX
Nutanix, Inc.

Technology
188
+ 3.41%
$56.46 - $73.18 $10.6K - $13.8K
5.7K $348K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
1.71K
+ 8.49%
$37.83 - $40.57 $64.7K - $69.4K
21.8K $828K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
2.04K
+ 19.2%
$13.12 - $14.37 $26.7K - $29.2K
12.6K $171K
MCRB
Seres Therapeutics, Inc.

Healthcare
28.5K
+ 170.87%
$0.55 - $0.98 $15.7K - $27.9K
45.2K $37K
SHYD
Vaneck Short High Yield Muni E

ETFs
1.1K
+ 10.58%
$22.45 - $22.81 $24.8K - $25.2K
11.5K $259K
USTB
Victory Portfolios Ii Victorys

ETFs
492
+ 11.49%
$50.06 - $50.85 $24.6K - $25K
4.77K $239K
WINA
Winmark Corp

Consumer Cyclical
41
+ 6.83%
$352.4 - $422.31 $14.4K - $17.3K
641 $251K
CBU
Community Bank System, Inc.

Financial Services
59
+ 1.2%
$56.38 - $71.45 $3.33K - $4.22K
4.99K $307K
FNX
First Tr Mid Cap Core Alphadex

ETFs
507
+ 1.92%
$114.77 - $127.28 $58.2K - $64.5K
26.9K $3.11M
NVT
N Vent Electric PLC

Industrials
530
+ 7.45%
$67.69 - $79.19 $35.9K - $42K
7.64K $520K
PTEN
Patterson Uti Energy Inc

Energy
1.44K
+ 10.07%
$7.26 - $8.7 $10.4K - $12.5K
15.7K $129K
ROLL
Rbc Bearings Inc

Industrials
84
+ 1.27%
N/A
6.68K $1.64M
IVT
Inven Trust Properties Corp.

Real Estate
130
+ 1.39%
$28.52 - $31.3 $3.71K - $4.07K
9.51K $286K
PFS
Provident Financial Services Inc

Financial Services
839
+ 7.46%
$17.64 - $21.86 $14.8K - $18.3K
12.1K $228K
CNXC
Concentrix Corp

Technology
1.46K
+ 26.02%
$37.26 - $52.63 $54.3K - $76.7K
7.06K $305K
ESS
Essex Property Trust, Inc.

Real Estate
69
+ 1.31%
N/A
5.33K $1.46M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1K
+ 0.78%
$25.0 - $25.11 $25.1K - $25.2K
129K $3.24M
CHY
Calamos Convertible & High Income Fund

Financial Services
1.3K
+ 12.16%
$11.79 - $12.56 $15.3K - $16.3K
12K $145K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
238
+ 0.68%
$22.06 - $22.58 $5.25K - $5.37K
35K $787K
DPZ
Dominos Pizza Inc

Consumer Cyclical
60
+ 7.76%
$408.59 - $476.19 $24.5K - $28.6K
833 $349K
SLF
Sun Life Financial Inc

Financial Services
17
+ 0.14%
$55.43 - $62.69 $942 - $1.07K
12.1K $715K
CX
Cemex Sab De Cv

Basic Materials
3.56K
+ 32.37%
$5.17 - $6.16 $18.4K - $21.9K
14.6K $82K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
193
+ 3.9%
$92.58 - $93.71 $17.9K - $18.1K
5.14K $476K
LPSN
Liveperson Inc

Technology
9K
+ 89.95%
$0.78 - $1.52 $7.02K - $13.7K
19K $28K
SKX
Skechers Usa Inc

Consumer Cyclical
212
+ 4.73%
$59.24 - $72.0 $12.6K - $15.3K
4.69K $315K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
40
+ 1.05%
$100.18 - $109.1 $4.01K - $4.36K
3.85K $403K
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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