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
OSTK
Overstock.Com, Inc

Consumer Cyclical
591
+ 4.0%
N/A
15.4K $392K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
372
+ 6.71%
N/A
5.92K $240K
KIM
Kimco Realty Corp

Real Estate
539
+ 4.38%
$22.75 - $25.78 $12.3K - $13.9K
12.8K $300K
REG
Regency Centers Corp

Real Estate
35
+ 0.47%
$69.77 - $75.91 $2.44K - $2.66K
7.42K $548K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
61
+ 0.61%
$28.3 - $30.67 $1.73K - $1.87K
10.1K $296K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
64
+ 1.3%
$62.09 - $82.32 $3.97K - $5.27K
4.98K $332K
UDR
Udr, Inc.

Real Estate
627
+ 9.8%
$41.3 - $46.33 $25.9K - $29K
7.03K $304K
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.84K
+ 23.2%
$42.57 - $61.09 $78.3K - $112K
9.77K $466K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.94K
+ 10.25%
$68.25 - $75.42 $337K - $373K
53.2K $3.64M
BRT
Brt Apartments Corp.

Real Estate
157
+ 0.74%
$16.15 - $20.06 $2.54K - $3.15K
21.4K $385K
FYT
First Trust Small Cap

ETFs
339
+ 2.37%
$53.73 - $60.73 $18.2K - $20.6K
14.6K $804K
IVZ
Invesco Ltd.

Financial Services
710
+ 6.81%
$16.78 - $18.63 $11.9K - $13.2K
11.1K $194K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
215
+ 4.58%
$47.66 - $51.97 $10.2K - $11.2K
4.91K $239K
VLUE
Ishares Msci Usa Value Factor

ETFs
504
+ 4.1%
$104.01 - $115.38 $52.4K - $58.2K
12.8K $1.35M
ABEV
Ambev S.A.

Consumer Defensive
11.2K
+ 64.86%
$1.85 - $2.56 $20.7K - $28.6K
28.4K $52K
H
Hyatt Hotels Corp

Consumer Cyclical
18
+ 1.2%
$143.07 - $164.62 $2.58K - $2.96K
1.52K $239K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
272
+ 1.64%
$14.38 - $15.35 $3.91K - $4.18K
16.9K $252K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
1.98K
+ 12.89%
$10.21 - $11.11 $20.2K - $22K
17.4K $177K
ALTL
Pacer Lunt Large Cap Altenator

Technology
845
+ 3.6%
$37.07 - $39.88 $31.3K - $33.7K
24.3K $905K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
215
+ 5.13%
$52.19 - $52.87 $11.2K - $11.4K
4.4K $230K
SNX
Td Synnex Corp

Technology
164
+ 4.44%
$114.71 - $125.79 $18.8K - $20.6K
3.86K $452K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
24.6K
+ 202.34%
$27.54 - $83.04 $677K - $2.04M
36.7K $1.02M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
319
+ 0.19%
N/A
169K $4.3M
JXN
Jackson Financial Inc.

Financial Services
290
+ 6.97%
$84.91 - $113.74 $24.6K - $33K
4.45K $387K
ROUS
Hartford Multifactor Us Equity

ETFs
1.89K
+ 2.1%
$50.86 - $54.39 $95.9K - $103K
91.8K $4.67M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
574
+ 3.59%
$14.28 - $14.81 $8.2K - $8.5K
16.6K $238K
AAL
American Airlines Group Inc.

Industrials
635
+ 4.5%
N/A
14.8K $162K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
1.51K
+ 4.66%
$10.64 - $11.1 $16.1K - $16.8K
34K $365K
CF
Cf Industries Holdings, Inc.

Basic Materials
109
+ 3.57%
$81.39 - $94.14 $8.87K - $10.3K
3.16K $269K
DFAI
Dimensional ETF Tr

ETFs
3.4K
+ 9.59%
$29.0 - $31.6 $98.6K - $107K
38.9K $1.13M
EPAM
Epam Systems, Inc.

Technology
37
+ 0.58%
N/A
6.39K $1.19M
FRT
Federal Realty Investment Trust

Real Estate
648
+ 2.97%
$109.55 - $117.53 $71K - $76.2K
22.5K $2.51M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
353
+ 2.41%
$27.48 - $32.37 $9.7K - $11.4K
15K $431K
PRGS
Progress Software Corp

Technology
317
+ 5.38%
$63.94 - $69.89 $20.3K - $22.2K
6.21K $404K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.77K
+ 15.98%
$23.01 - $26.06 $40.8K - $46.2K
12.9K $297K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
200
+ 2.4%
$32.85 - $34.26 $6.57K - $6.85K
8.55K $283K
FCAL
First Tr Iii Calif Mun High In

ETFs
230
+ 3.68%
$49.2 - $50.51 $11.3K - $11.6K
6.48K $319K
AUSF
Global X Fds Adaptive U S Fact

ETFs
257
+ 4.35%
$41.71 - $45.09 $10.7K - $11.6K
6.16K $258K
OMFS
Invesco Exchange Traded Self I

ETFs
114
+ 0.13%
$38.83 - $43.9 $4.43K - $5K
87.7K $3.47M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
301
+ 5.98%
$49.87 - $52.46 $15K - $15.8K
5.33K $266K
MMSI
Merit Medical Systems Inc

Healthcare
103
+ 4.59%
$93.76 - $105.52 $9.66K - $10.9K
2.35K $227K
CSWI
Csw Industrials, Inc.

Industrials
46
+ 5.9%
$352.8 - $432.01 $16.2K - $19.9K
826 $291K
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
810
+ 11.6%
$26.55 - $28.98 $21.5K - $23.5K
7.79K $206K
HEEM
Ishares Currency Hedged Msci E

ETFs
5.06K
+ 5.33%
$27.03 - $29.78 $137K - $151K
100K $2.71M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
150
+ 1.36%
$22.04 - $23.08 $3.31K - $3.46K
11.2K $250K
BFST
Business First Bancshares, Inc.

Financial Services
158
+ 1.73%
$23.96 - $29.86 $3.79K - $4.72K
9.29K $238K
PKW
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.12%
$114.02 - $125.22 $684 - $751
5.16K $593K
JMBS
Janus Detroit Str Tr Henderson

ETFs
473
+ 6.82%
$44.03 - $46.65 $20.8K - $22.1K
7.41K $327K
UNF
Unifirst Corp

Industrials
339
+ 17.37%
$171.0 - $206.22 $58K - $69.9K
2.29K $391K
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email