Avantax Advisory Services, Inc. Reduced Holdings in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Cooper Cos Inc
-207
- 2.82%
N/A
7.13K $0
Arm Holdings PLC
-792
- 11.22%
N/A
6.27K $0
Simplify Exchange Traded Fun
-4.72K
- 31.07%
N/A
10.5K $0
Wells Fargo CO New
-5
- 2.37%
N/A
206 $0
Innovator Etfs Trust
-222
- 3.86%
N/A
5.53K $0
Ab Active Etfs Inc
-3.94K
- 4.0%
N/A
94.6K $0
MOGA
Moog Inc Cla
-200
- 2.18%
N/A
8.98K $0
Kenvue Inc
-5.11K
- 2.79%
N/A
178K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-27.3K
- 66.26%
N/A
13.9K $0
Morgan Stanley ETF Trust
-586
- 10.1%
N/A
5.21K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
-31.3K
- 52.52%
N/A
28.3K $0
Prospect Cap Corp
-33K
- 17.1%
N/A
160K $0
RRC
Range Resources Corp

Energy
-2.41K
- 14.62%
$29.77 - $36.41 $71.7K - $87.7K
14.1K $506K
DBA
Invesco Db Agriculture Fund

ETFs
-188
- 1.81%
$24.81 - $27.83 $4.66K - $5.23K
10.2K $270K
Veralto Corp
-500
- 4.02%
N/A
11.9K $0
Healthcare Rlty Tr
-4.28K
- 13.56%
N/A
27.3K $0
Arcadium Lithium PLC
-18.2K
- 58.72%
N/A
12.8K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
-9.42K
- 61.57%
N/A
5.88K $0
Grayscale Ethereum Trust ETF
-1.06K
- 3.41%
N/A
29.9K $0
Simplify Exchange Traded Fun
-5.98K
- 35.06%
N/A
11.1K $0
Nutex Health Inc
-2K
- 12.49%
N/A
14K $0
Annaly Capital Management In
-115
- 0.25%
N/A
46.1K $0
Innovator Etfs Trust
-4.28K
- 45.35%
N/A
5.16K $0
Canadian Pacific Kansas City
-9.75K
- 28.13%
N/A
24.9K $0
HEIA
Heico Crp Cl A
-8
- 0.56%
N/A
1.43K $0
CWST
Casella Waste Systems Inc

Industrials
-762
- 5.95%
$97.5 - $113.93 $74.3K - $86.8K
12K $1.27M
CLOU
Global X Fds Cloud Computing E

ETFs
-1.51K
- 14.01%
$20.08 - $25.59 $30.4K - $38.7K
9.29K $222K
DBO
Invesco Db Oil Fund

ETFs
-244
- 1.78%
$13.84 - $15.7 $3.38K - $3.83K
13.5K $192K
ALV
Autoliv Inc

Consumer Cyclical
-4
- 0.13%
$91.27 - $101.57 $365 - $406
3.14K $294K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-523
- 17.82%
$72.67 - $99.25 $38K - $51.9K
2.41K $216K
LFST
Life Stance Health Group, Inc.

Healthcare
-606
- 4.62%
$6.67 - $7.75 $4.04K - $4.7K
12.5K $92K
LII
Lennox International Inc

Industrials
-13
- 0.7%
$589.36 - $678.43 $7.66K - $8.82K
1.83K $1.12M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-599
- 2.83%
$59.58 - $67.31 $35.7K - $40.3K
20.6K $1.3M
IIIV
I3 Verticals, Inc.

Technology
-1.18K
- 6.82%
$21.01 - $25.92 $24.7K - $30.5K
16.1K $371K
OMAB
Central North Airport Group

Industrials
-6
- 0.15%
$62.93 - $74.04 $378 - $444
3.91K $268K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-334
- 2.45%
$120.76 - $140.58 $40.3K - $47K
13.3K $1.69M
GLOB
Globant S.A.

Technology
-247
- 7.09%
$193.45 - $236.83 $47.8K - $58.5K
3.24K $694K
HTGC
Hercules Capital, Inc.

Financial Services
-42
- 0.34%
$18.53 - $20.22 $778 - $849
12.2K $244K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-306
- 1.3%
$42.25 - $43.54 $12.9K - $13.3K
23.2K $993K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-159
- 1.22%
$7.8 - $9.54 $1.24K - $1.52K
12.9K $112K
KAPR
Innovator U.S. Small Cap Power

ETFs
-84
- 0.25%
$32.06 - $34.27 $2.69K - $2.88K
33.6K $1.1M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-74
- 0.93%
$100.38 - $107.86 $7.43K - $7.98K
7.91K $815K
WCC
Wesco International Inc

Industrials
-171
- 5.95%
$164.11 - $213.19 $28.1K - $36.5K
2.7K $488K
SAR
Saratoga Investment Corp.

Financial Services
-66
- 0.63%
$23.03 - $26.07 $1.52K - $1.72K
10.4K $248K
AVSU
American Centy ETF Tr Avantis

ETFs
-15
- 0.14%
$64.29 - $69.59 $964 - $1.04K
10.5K $691K
CRAI
Cra International, Inc.

Industrials
-124
- 4.44%
$168.27 - $206.55 $20.9K - $25.6K
2.67K $499K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-25
- 0.17%
$41.8 - $43.67 $1.05K - $1.09K
14.3K $612K
AYI
Acuity Brands Inc

Industrials
-5
- 0.64%
$292.13 - $333.45 $1.46K - $1.67K
772 $225K
CPRT
Copart Inc

Consumer Cyclical
-1.38K
- 7.6%
$51.36 - $63.8 $70.9K - $88.1K
16.8K $963K
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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