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
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.63K
- 6.32%
$124.61 - $133.96 $453K - $487K
53.9K $6.94M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-12.5K
- 18.57%
$23.14 - $26.91 $290K - $338K
55K $1.31M
CSGP
Costar Group, Inc.

Real Estate
-3.32K
- 16.56%
$69.7 - $81.97 $231K - $272K
16.7K $1.2M
NDSN
Nordson Corp

Industrials
-563
- 16.15%
$208.83 - $264.36 $118K - $149K
2.92K $611K
USB
Us Bancorp \De\

Financial Services
-13.1K
- 8.49%
$43.98 - $53.66 $577K - $704K
141K $6.76M
PENN
Penn National Gaming Inc

Consumer Cyclical
-17.9K
- 29.13%
$18.13 - $22.34 $325K - $400K
43.6K $864K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-3.37K
- 7.58%
$75.44 - $80.53 $254K - $271K
41K $3.11M
BCE
Bce Inc

Communication Services
-5.37K
- 37.7%
$22.53 - $34.84 $121K - $187K
8.88K $205K
KMX
Carmax Inc

Consumer Cyclical
-4.18K
- 34.51%
$71.11 - $87.2 $297K - $365K
7.94K $648K
IYH
Ishares Tr

ETFs
-2.92K
- 16.87%
$57.53 - $65.24 $168K - $191K
14.4K $838K
NSP
Insperity, Inc.

Industrials
-1.91K
- 14.57%
$72.51 - $88.91 $138K - $170K
11.2K $866K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.06K
- 2.63%
$50.14 - $52.56 $103K - $108K
76.4K $3.84M
INVH
Invitation Homes Inc.

Real Estate
-3.19K
- 5.89%
$31.4 - $34.69 $100K - $111K
51K $1.63M
IEP
Icahn Enterprises L.P.

Industrials
-10.2K
- 26.05%
$8.67 - $15.49 $88.3K - $158K
28.9K $250K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-6.33K
- 30.31%
$45.35 - $47.21 $287K - $299K
14.6K $677K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-4.6K
- 10.08%
$39.3 - $41.34 $181K - $190K
41.1K $1.62M
HLNE
Hamilton Lane Inc

Financial Services
-714
- 8.75%
$147.78 - $201.62 $106K - $144K
7.45K $1.1M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-142
- 1.61%
$104.0 - $138.19 $14.8K - $19.6K
8.66K $960K
SITE
Site One Landscape Supply, Inc.

Industrials
-684
- 7.42%
$131.3 - $156.31 $89.8K - $107K
8.53K $1.12M
NEOG
Neogen Corp

Healthcare
-11.5K
- 42.88%
$11.64 - $16.4 $134K - $188K
15.3K $185K
VGSH
Vanguard

ETFs
-3.87K
- 8.46%
$58.02 - $58.88 $224K - $228K
41.9K $2.44M
BALL
Ball Corp

Consumer Cyclical
-1.79K
- 14.24%
$54.84 - $67.94 $98.2K - $122K
10.8K $590K
KE
Kimball Electronics, Inc.

Industrials
-14.4K
- 29.16%
$17.14 - $21.18 $246K - $304K
34.9K $653K
QJUN
First Tr ETF
-10.5K
- 28.77%
$26.78 - $28.75 $281K - $302K
26K $728K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-3.73K
- 18.68%
$63.01 - $68.55 $235K - $256K
16.2K $1.03M
DELL
Dell Technologies Inc.

Technology
-1.76K
- 12.23%
$111.96 - $144.21 $197K - $254K
12.6K $1.46M
FNDF
Schwab Fundamental Intl Large

ETFs
-50
- 0.08%
$32.92 - $37.15 $1.65K - $1.86K
59.4K $1.97M
HLN
Haleon PLC

Healthcare
-15.9K
- 17.17%
$9.23 - $10.71 $147K - $171K
76.9K $735K
JPIE
J P Morgan Exchange Traded Fd
-5.14K
- 41.74%
$45.59 - $46.25 $235K - $238K
7.18K $327K
SCCO
Southern Copper Corp

Basic Materials
-316
- 3.6%
$91.13 - $117.95 $28.8K - $37.3K
8.45K $770K
CERT
Certara, Inc.

Healthcare
-17.7K
- 34.28%
$9.55 - $11.71 $169K - $207K
33.9K $360K
NSC
Norfolk Southern Corp

Industrials
-53
- 0.32%
$230.6 - $277.0 $12.2K - $14.7K
16.6K $3.89M
OSK
Oshkosh Corp

Industrials
-2.27K
- 48.06%
$93.84 - $115.52 $213K - $262K
2.46K $233K
TREX
Trex CO Inc

Industrials
-4.09K
- 23.36%
$62.94 - $79.88 $258K - $327K
13.4K $927K
SSTK
Shutterstock, Inc.

Communication Services
-4.55K
- 22.94%
$29.25 - $34.57 $133K - $157K
15.3K $463K
TECH
Bio Techne Corp

Healthcare
-1.93K
- 15.4%
$66.37 - $78.17 $128K - $151K
10.6K $765K
JD
Jd.Com, Inc.

Consumer Cyclical
-3.58K
- 16.78%
$33.35 - $47.1 $119K - $169K
17.7K $615K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.42K
- 10.53%
$107.41 - $115.71 $260K - $280K
20.5K $2.26M
DG
Dollar General Corp

Consumer Defensive
-1.72K
- 15.11%
$73.27 - $84.47 $126K - $145K
9.64K $731K
SNPS
Synopsys Inc

Technology
-269
- 5.81%
$485.36 - $588.0 $131K - $158K
4.36K $2.12M
XLB
Select Sector Spdr Fd Material

ETFs
-1.05K
- 9.36%
$83.8 - $97.58 $88.3K - $103K
10.2K $858K
PLUS
Eplus Inc

Technology
-30
- 0.33%
$73.17 - $101.67 $2.2K - $3.05K
8.96K $661K
EDV
Vanguard Extended Duration Tre

ETFs
-2.21K
- 35.83%
$67.27 - $79.67 $149K - $176K
3.96K $268K
IWX
Ishares Tr Russell 200 Value E

ETFs
-2.62K
- 39.75%
$78.25 - $85.17 $205K - $223K
3.96K $313K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-759
- 3.13%
$34.66 - $42.95 $26.3K - $32.6K
23.5K $829K
BLKB
Blackbaud Inc

Technology
-1.11K
- 8.76%
$73.8 - $87.47 $82.2K - $97.4K
11.6K $857K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.87K
- 4.1%
$34.13 - $37.35 $63.7K - $69.7K
43.6K $1.49M
CHX
Champion X Corp

Energy
-4.1K
- 11.27%
$25.79 - $32.51 $106K - $133K
32.3K $878K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-744
- 32.45%
$338.38 - $446.21 $252K - $332K
1.55K $673K
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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