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
JHML
John Hancock Multifactor Large

ETFs
4.52K
+ 2.12%
$68.78 - $73.44 $311K - $332K
218K $15.2M
BSCU
Invesco Exc Self Ind Tr

ETFs
22.9K
+ 79.42%
$16.32 - $16.99 $374K - $389K
51.7K $846K
AWR
American States Water CO

Utilities
4.77K
+ 192.38%
$77.72 - $87.27 $371K - $416K
7.25K $563K
FTNT
Fortinet, Inc.

Technology
1.5K
+ 11.74%
$76.49 - $99.21 $114K - $148K
14.2K $1.34M
ITW
Illinois Tool Works Inc

Industrials
1.95K
+ 11.94%
$253.56 - $278.5 $495K - $543K
18.3K $4.64M
XEL
Xcel Energy Inc

Utilities
4.26K
+ 13.9%
$62.16 - $72.92 $265K - $311K
34.9K $2.36M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.92K
+ 5.94%
$61.52 - $66.5 $241K - $260K
69.8K $4.45M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7.01K
+ 31.26%
$50.53 - $55.55 $354K - $390K
29.4K $1.5M
JCI
Johnson Controls International PLC

Industrials
4.11K
+ 24.04%
$74.23 - $86.6 $305K - $356K
21.2K $1.67M
ENVX
Enovix Corp

Industrials
27.3K
+ 82.93%
$8.03 - $12.81 $219K - $349K
60.2K $653K
PCEF
Invesco Cef Income Composite E

ETFs
18.6K
+ 85.36%
$19.05 - $19.86 $354K - $369K
40.3K $772K
MINO
Pimco ETF Tr Municipal Income

ETFs
8.78K
+ 18.31%
$44.94 - $46.07 $395K - $405K
56.7K $2.56M
AKAM
Akamai Technologies Inc

Technology
3.76K
+ 19.21%
N/A
23.4K $2.12M
GE
General Electric CO

Industrials
6.76K
+ 18.73%
$159.95 - $194.23 $1.08M - $1.31M
42.8K $7.15M
HOOD
Robinhood Markets, Inc.

Technology
3.22K
+ 20.22%
$22.33 - $43.2 $71.8K - $139K
19.1K $712K
BKR
Baker Hughes CO

Energy
6.19K
+ 38.23%
$35.98 - $44.88 $223K - $278K
22.4K $918K
FTHI
First Trust Exchange Traded Fd

ETFs
13.3K
+ 17.0%
$22.89 - $24.02 $305K - $320K
91.7K $2.13M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.63K
+ 13.6%
$87.56 - $119.8 $143K - $196K
13.6K $1.5M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
7.06K
+ 12.46%
$44.2 - $49.46 $312K - $349K
63.7K $2.92M
COIN
Coinbase Global, Inc.

Technology
461
+ 15.53%
$163.17 - $343.62 $75.2K - $158K
3.43K $851K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.5K
+ 15.99%
$48.33 - $49.08 $362K - $368K
54.4K $2.63M
RPG
Invesco Exchange Traded Fd Tr

ETFs
476
+ 0.32%
$38.88 - $44.07 $18.5K - $21K
150K $6.19M
ILCB
Ishares Morningstar U.S. Equit

ETFs
81
+ 0.05%
$78.43 - $84.56 $6.35K - $6.85K
161K $13M
FTQI
First Trust ETF Vi First Trust

ETFs
13.8K
+ 16.41%
$20.23 - $21.46 $278K - $295K
97.6K $2.03M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
10.3K
+ 34.36%
$47.92 - $55.17 $491K - $566K
40.1K $1.93M
TPL
Texas Pacific Land Corp

Energy
39
+ 3.2%
$915.49 - $1730.0 $35.7K - $67.5K
1.26K $1.39M
CTRA
Coterra Energy Inc.

Energy
6.67K
+ 7.53%
$22.71 - $27.63 $151K - $184K
95.2K $2.43M
CSX
Csx Corp

Industrials
20.8K
+ 13.02%
$31.58 - $36.88 $657K - $768K
181K $5.83M
CCL
Carnival Corp

Consumer Cyclical
770
+ 1.71%
$17.34 - $26.8 $13.4K - $20.6K
45.8K $1.14M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.42K
+ 78.03%
$81.6 - $90.89 $279K - $311K
7.81K $670K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
6.27K
+ 109.77%
$46.53 - $49.91 $292K - $313K
12K $576K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
21.3K
+ 10.77%
$24.94 - $26.14 $531K - $557K
219K $5.48M
PKG
Packaging Corp Of America

Consumer Cyclical
624
+ 3.72%
$211.98 - $248.85 $132K - $155K
17.4K $3.92M
AZO
Autozone Inc

Consumer Cyclical
56
+ 2.35%
$2981.19 - $3370.27 $167K - $189K
2.44K $7.82M
HEFA
Ishares Currency Hedged Msci E

ETFs
18.1K
+ 3.72%
$34.42 - $35.88 $622K - $649K
505K $17.5M
VPC
Etfis Ser Tr I Virtus Private

ETFs
15.1K
+ 28.64%
$21.52 - $22.98 $326K - $348K
67.9K $1.48M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
8.07K
+ 2.89%
$53.38 - $60.64 $431K - $489K
287K $15.7M
SPG
Simon Property Group Inc

Real Estate
1.49K
+ 11.41%
$167.23 - $183.84 $249K - $273K
14.5K $2.5M
SYK
Stryker Corp

Healthcare
887
+ 4.35%
$345.14 - $392.15 $306K - $348K
21.3K $7.66M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.28K
+ 19.47%
$118.0 - $127.04 $268K - $289K
14K $1.7M
HOMB
Home Bancshares Inc

Financial Services
7.88K
+ 14.33%
$26.0 - $32.09 $205K - $253K
62.9K $1.78M
FSLR
First Solar, Inc.

Technology
2.68K
+ 105.52%
$175.88 - $240.66 $470K - $644K
5.21K $918K
HQY
Healthequity, Inc.

Healthcare
1.83K
+ 23.37%
$78.18 - $104.65 $143K - $191K
9.65K $925K
FTLS
First Tr Long/Short Equity ETF

ETFs
2.19K
+ 3.65%
$63.1 - $67.29 $138K - $147K
62.1K $4.09M
CME
Cme Group Inc.

Financial Services
308
+ 1.69%
$221.17 - $246.02 $68.1K - $75.8K
18.5K $4.29M
JFR
Nuveen Floating Rate Income Fund

Financial Services
30.6K
+ 40.78%
$8.74 - $9.22 $268K - $282K
106K $943K
VXF
Vanguard Extended Market ETF

ETFs
798
+ 4.98%
$179.17 - $207.15 $143K - $165K
16.8K $3.2M
VNO
Vornado Realty Trust

Real Estate
5.96K
+ 61.95%
$38.63 - $45.76 $230K - $273K
15.6K $655K
ARES
Ares Management Corp

Financial Services
777
+ 12.05%
$153.38 - $183.7 $119K - $143K
7.23K $1.28M
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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