Avantax Advisory Services, Inc. New Holdings in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.39K
New
$55.58 - $62.6 $189K - $212K
3.39K $203K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
5.69K
New
$34.64 - $35.72 $197K - $203K
5.69K $200K
CLH
Clean Harbors Inc

Industrials
871
New
$228.61 - $263.39 $199K - $229K
871 $200K
VSAT
Viasat Inc

Technology
22.9K
New
$6.83 - $11.56 $156K - $265K
22.9K $194K
HST
Host Hotels & Resorts, Inc.

Real Estate
10.4K
New
$17.24 - $19.07 $179K - $198K
10.4K $181K
GBDC
Golub Capital Bdc, Inc.

Financial Services
11.8K
New
$14.69 - $15.67 $174K - $185K
11.8K $179K
MGNI
Magnite, Inc.

Communication Services
11.2K
New
$11.91 - $18.0 $133K - $202K
11.2K $178K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
10.1K
New
$17.21 - $18.41 $174K - $187K
10.1K $174K
VPN
Global X Fds Data Ctr Reits &

ETFs
10.9K
New
N/A
10.9K $172K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
11K
New
$13.01 - $14.43 $143K - $158K
11K $145K
CUBA
Herzfeld Caribbean Basin Fund Inc

Financial Services
57.6K
New
$2.22 - $2.58 $128K - $149K
57.6K $135K
ROIV
Roivant Sciences Ltd.

Healthcare
10.8K
New
$11.16 - $12.71 $120K - $137K
10.8K $127K
GRAB
Grab Holdings LTD

Technology
26.6K
New
$3.6 - $5.67 $95.7K - $151K
26.6K $125K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
14K
New
$8.51 - $9.15 $119K - $128K
14K $120K
UA
Under Armour Inc Cl C

Consumer Cyclical
14.8K
New
$7.37 - $9.94 $109K - $147K
14.8K $110K
PFN
Pimco Income Strategy Fund Ii

Financial Services
11.7K
New
$7.33 - $7.72 $85.7K - $90.3K
11.7K $87K
BIGZ
Black Rock Innovation & Growth Trust
11K
New
$7.43 - $8.08 $82.1K - $89.3K
11K $82K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
20.9K
New
$2.15 - $4.48 $44.8K - $93.4K
20.9K $82K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
12.8K
New
$5.83 - $6.64 $74.4K - $84.7K
12.8K $76K
MFM
Mfs Municipal Income Trust

Financial Services
12.9K
New
$5.3 - $5.75 $68.6K - $74.4K
12.9K $69K
AUR
Aurora Innovation, Inc.

Technology
10.4K
New
$4.99 - $8.06 $51.7K - $83.5K
10.4K $65K
AQN
Algonquin Power & Utilities Corp.

Utilities
13K
New
$4.31 - $5.52 $55.8K - $71.5K
13K $57K
NAT
Nordic American Tankers LTD

Industrials
13.3K
New
N/A
13.3K $52K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
14.2K
New
$3.35 - $4.13 $47.6K - $58.7K
14.2K $50K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
23.2K
New
$2.14 - $2.24 $49.5K - $51.9K
23.2K $49K
DNN
Denison Mines Corp.

Energy
27.2K
New
$1.8 - $2.39 $48.9K - $64.9K
27.2K $48K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
11K
New
$3.86 - $4.04 $42.6K - $44.6K
11K $43K
IAUX
I 80 Gold Corp.
12K
New
$0.35 - $1.19 $4.2K - $14.3K
12K $6K
Innovator Etfs Trust
10.5K
New
N/A
10.5K $0
Coherent Corp
2.27K
New
N/A
2.27K $0
Ubs Ag Jersey Branch
2.93K
New
N/A
2.93K $0
DWAC
Digital World Acquisition Corp.

Financial Services
5.9K
New
N/A
5.9K $0
Blackrock Inc
14.7K
New
N/A
14.7K $0
Destiny Tech100 Inc
4.01K
New
N/A
4.01K $0
Super Micro Computer Inc
53.5K
New
N/A
53.5K $0
AFLG
First Tr Exchange Traded Fd Vi
15.7K
New
N/A
15.7K $0
TTAI
Fcf International Quality ETF
9.24K
New
N/A
9.24K $0
Tidal Tr Ii
12.4K
New
N/A
12.4K $0
Techtarget Inc
34.4K
New
N/A
34.4K $0
Cava Group Inc
3.48K
New
N/A
3.48K $0
Brookfield Renewable Corp
42.4K
New
N/A
42.4K $0
Aim ETF Products Trust
8.98K
New
N/A
8.98K $0
Aim ETF Products Trust
8.18K
New
N/A
8.18K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
5.98K
New
N/A
5.98K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
21.1K
New
N/A
21.1K $0
Aim ETF Products Trust
10.7K
New
N/A
10.7K $0
Aligos Therapeutics Inc
30.6K
New
N/A
30.6K $0
Amplify ETF Tr
2.7K
New
N/A
2.7K $0
Arista Networks Inc
55.6K
New
N/A
55.6K $0
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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