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
DE
Deere & CO

Industrials
1.52K
+ 7.26%
$389.45 - $466.0 $591K - $707K
22.4K $9.49M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.5K
+ 3.07%
$417.69 - $450.94 $628K - $678K
50.4K $21.5M
FBT
First Trust Nyse Arca Biotechn

ETFs
4.66K
+ 115.45%
$161.65 - $178.69 $752K - $832K
8.69K $1.44M
NI
Nisource Inc.

Utilities
11.8K
+ 7.95%
$33.74 - $38.25 $397K - $450K
160K $5.87M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
156
+ 1.18%
$173.13 - $258.09 $27K - $40.3K
13.4K $3.08M
PEAK
Healthpeak Properties, Inc.

Real Estate
38.5K
+ 144.11%
N/A
65.2K $1.24M
OMFL
Invesco Exchange Traded Self I

ETFs
12.8K
+ 46.88%
$52.49 - $56.58 $672K - $725K
40.1K $2.18M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.48K
+ 2.53%
$176.42 - $186.91 $967K - $1.02M
222K $39.6M
FV
First Trust Dorsey Wright Focu

ETFs
11.9K
+ 136.16%
$57.47 - $62.82 $685K - $749K
20.7K $1.22M
CBRE
Cbre Group, Inc.

Real Estate
4.87K
+ 49.62%
$119.22 - $140.71 $581K - $686K
14.7K $1.93M
TJX
Tjx Companies Inc

Consumer Cyclical
3.55K
+ 4.36%
$112.15 - $127.2 $398K - $452K
84.9K $10.3M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
21.9K
+ 22.54%
$28.48 - $29.56 $623K - $647K
119K $3.48M
QDPL
Pacer Fds Tr Metaurus Us Large
17.6K
+ 61.69%
$37.54 - $40.11 $660K - $705K
46.1K $1.77M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
14.2K
+ 32.6%
$51.58 - $52.91 $733K - $752K
57.8K $2.99M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.33K
+ 2.5%
$178.39 - $215.0 $237K - $286K
54.5K $10.5M
VONV
Vanguard Russell 1000 Value Et

ETFs
8.68K
+ 72.24%
$80.87 - $87.69 $702K - $761K
20.7K $1.68M
SNOW
Snowflake Inc.

Technology
2.11K
+ 23.89%
$109.65 - $186.51 $231K - $393K
10.9K $1.69M
NDAQ
Nasdaq, Inc.

Financial Services
2.59K
+ 2.42%
$70.87 - $83.05 $183K - $215K
110K $8.47M
XLE
Energy Sector Spdr

ETFs
12.9K
+ 6.16%
$83.32 - $97.27 $1.07M - $1.25M
222K $19M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
48.6K
+ 48.72%
$18.62 - $22.39 $904K - $1.09M
148K $2.8M
JPEM
Jp Morgan Diversified Return

ETFs
26.3K
+ 17.18%
$51.88 - $57.84 $1.36M - $1.52M
179K $9.31M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
37.8K
+ 5.15%
$43.6 - $47.2 $1.65M - $1.79M
773K $33.8M
STT
State Street Corp

Financial Services
5.9K
+ 108.98%
$85.96 - $100.78 $507K - $594K
11.3K $1.11M
SLB
Schlumberger Limited

Energy
22K
+ 36.27%
$36.83 - $45.59 $811K - $1M
82.7K $3.17M
IWC
Russell Micro Cap ETF

ETFs
872
+ 1.21%
$120.3 - $138.84 $105K - $121K
72.8K $9.49M
FGRO
Fidelity Covington Tr

ETFs
27.6K
+ 16.66%
N/A
193K $4.33M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.9K
+ 14.98%
$55.73 - $66.16 $440K - $522K
60.6K $3.65M
JEF
Jefferies Financial Group Inc.

Financial Services
6.16K
+ 77.68%
$61.95 - $81.75 $382K - $503K
14.1K $1.1M
BK
Bank Of New York Mellon Corp

Financial Services
4.09K
+ 6.89%
$70.82 - $81.87 $290K - $335K
63.4K $4.87M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
24.6K
+ 54.72%
$28.89 - $31.63 $710K - $778K
69.5K $2.03M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
32.1K
+ 34.81%
$20.56 - $21.33 $661K - $685K
124K $2.56M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
447
+ 20.52%
$1146.59 - $1270.6 $513K - $568K
2.63K $3.11M
HYLS
First Tr Tactical High Yield L

ETFs
15.6K
+ 21.76%
$41.29 - $42.03 $645K - $656K
87.3K $3.61M
APO
Apollo Global Management, Inc.

Financial Services
1.55K
+ 18.22%
$131.36 - $178.61 $204K - $277K
10.1K $1.66M
IBM
International Business Machines Corp

Technology
3.25K
+ 3.36%
$204.9 - $238.04 $665K - $772K
99.8K $21.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
11.4K
+ 30.54%
$46.48 - $51.32 $532K - $587K
48.9K $2.35M
ALB
Albemarle Corp

Basic Materials
7.63K
+ 81.25%
$86.08 - $111.3 $657K - $849K
17K $1.46M
DGX
Quest Diagnostics Inc

Healthcare
4.16K
+ 97.04%
N/A
8.46K $1.16M
TRV
Travelers Companies, Inc.

Financial Services
1.59K
+ 5.88%
$225.97 - $266.66 $360K - $425K
28.7K $6.91M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
14.3K
+ 102.41%
$40.84 - $42.74 $586K - $613K
28.4K $1.16M
IGM
Ishares Expanded Tech Sector E

ETFs
4.47K
+ 28.12%
$94.19 - $106.95 $421K - $478K
20.4K $2.08M
APH
Amphenol Corp

Technology
4.48K
+ 8.23%
$62.07 - $75.35 $278K - $338K
58.9K $4.09M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
30.5K
+ 35.52%
$20.35 - $21.68 $622K - $662K
117K $2.4M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
17.8K
+ 8.45%
$9.95 - $12.23 $177K - $218K
229K $2.68M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.6K
+ 27.76%
$50.62 - $50.97 $538K - $542K
48.9K $2.48M
TYL
Tyler Technologies Inc

Technology
952
+ 32.99%
$576.64 - $635.69 $549K - $605K
3.84K $2.21M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
16.4K
+ 6.53%
$40.97 - $42.66 $674K - $701K
268K $11.1M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
8.08K
+ 8.54%
$57.47 - $61.21 $465K - $495K
103K $6.03M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
10.1K
+ 13.22%
$43.97 - $45.33 $445K - $459K
86.8K $3.9M
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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