Avantax Advisory Services, Inc. Purchases in Q3 2024

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.38M
+ 100.57%
$96.25 - $101.98 $421M - $446M
8.73M $884M
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.5M
+ 2339.28%
$26.69 - $29.87 $93.3M - $104M
3.65M $106M
VTV
Vanguard Value ETF

ETFs
227K
+ 8.47%
$159.75 - $174.57 $36.3M - $39.7M
2.91M $508M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
231K
+ 2.79%
$77.02 - $85.06 $17.8M - $19.6M
8.5M $719M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
812K
+ 48.25%
$53.41 - $57.9 $43.4M - $47M
2.49M $144M
IEFA
Ishares Tr

ETFs
61.8K
+ 1.02%
$70.09 - $78.74 $4.33M - $4.87M
6.15M $480M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
395K
+ 115.74%
$85.84 - $85.84 $33.9M - $33.9M
736K $63.1M
VUG
Vanguard Growth ETF

ETFs
70.1K
+ 13.99%
$341.08 - $391.94 $23.9M - $27.5M
571K $219M
AAPL
Apple Inc.

Technology
8.65K
+ 0.78%
$207.23 - $234.82 $1.79M - $2.03M
1.11M $259M
PULS
Pgim ETF Tr

ETFs
386K
+ 290.22%
$49.47 - $49.8 $19.1M - $19.2M
519K $25.9M
IVE
Ishares S&P 500 Value ETF

ETFs
40.9K
+ 9.82%
$181.06 - $197.17 $7.41M - $8.07M
458K $90.3M
VOOV
Vanguard S&P 500 Value ETF

ETFs
53.6K
+ 25.38%
$175.0 - $190.72 $9.38M - $10.2M
265K $50.5M
META
Meta Platforms, Inc.

Communication Services
12K
+ 12.66%
$453.41 - $572.44 $5.45M - $6.88M
107K $61.2M
VNQ
Vanguard Specialized Funds Van

ETFs
22.9K
+ 2.88%
$82.97 - $98.97 $1.9M - $2.26M
817K $79.6M
TSLA
Tesla, Inc.

Consumer Cyclical
16.7K
+ 13.12%
$191.76 - $263.26 $3.21M - $4.4M
144K $37.7M
EFV
Msci Eafe Value ETF

ETFs
189K
+ 81.81%
$51.72 - $57.96 $9.76M - $10.9M
419K $24.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.81K
+ 0.5%
$517.38 - $573.86 $935K - $1.04M
364K $209M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
206K
+ 22.5%
$44.83 - $47.42 $9.22M - $9.75M
1.12M $52.8M
CGDV
Capital Group Divid Value ETF

ETFs
265K
+ 64.12%
$32.96 - $36.48 $8.73M - $9.66M
678K $24.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
78.3K
+ 10.23%
$92.63 - $105.69 $7.25M - $8.27M
844K $87.9M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
179K
+ 23.46%
$42.22 - $48.62 $7.55M - $8.7M
941K $43.8M
WMT
Walmart Inc.

Consumer Defensive
27.5K
+ 4.49%
$66.91 - $81.4 $1.84M - $2.24M
640K $51.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.49K
+ 0.83%
$105.53 - $118.34 $790K - $886K
904K $106M
QQQ
Invesco Qqq Trust, Series 1

ETFs
13.3K
+ 3.63%
$434.77 - $502.96 $5.8M - $6.7M
380K $186M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.97K
+ 3.45%
$475.2 - $527.7 $2.84M - $3.15M
179K $94.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
15K
+ 7.22%
$332.02 - $382.76 $4.99M - $5.76M
223K $83.9M
VB
Vanguard Small Cap ETF

ETFs
9.55K
+ 3.43%
$214.77 - $237.72 $2.05M - $2.27M
288K $68.4M
MUB
Ishares National Muni Bond ETF

ETFs
48.6K
+ 5.22%
$106.13 - $108.7 $5.15M - $5.28M
979K $106M
SCHV
Schwab Strategic Tr Us Large C

ETFs
63.2K
+ 20.88%
$73.43 - $80.37 $4.64M - $5.08M
366K $29.4M
VTI
Vanguard Total Stock Market Et

ETFs
11.7K
+ 5.22%
$255.18 - $283.2 $3M - $3.33M
237K $67M
VT
Vanguard Total World Stk Index

ETFs
52.9K
+ 137.77%
$107.72 - $119.96 $5.7M - $6.35M
91.4K $10.9M
MCD
Mcdonalds Corp

Consumer Cyclical
6.55K
+ 7.12%
$245.82 - $304.51 $1.61M - $1.99M
98.5K $30M
AMZN
Amazon Com Inc

Consumer Cyclical
56.6K
+ 9.28%
$161.02 - $200.0 $9.11M - $11.3M
667K $124M
ABBV
Abb Vie Inc.

Healthcare
1.78K
+ 0.83%
$163.84 - $199.33 $292K - $355K
217K $42.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
55.9K
+ 6.93%
$54.98 - $59.51 $3.07M - $3.33M
862K $51.3M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
41.4K
+ 16.98%
$94.31 - $103.26 $3.9M - $4.27M
285K $29.3M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
94.7K
New
$52.31 - $58.18 $4.95M - $5.51M
94.7K $5.5M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
40.8K
+ 8.86%
$65.15 - $72.97 $2.65M - $2.97M
501K $36.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
14K
+ 2.14%
$60.13 - $68.17 $843K - $955K
670K $45.4M
IBM
International Business Machines Corp

Technology
1.25K
+ 1.31%
$175.1 - $223.38 $219K - $279K
96.5K $21.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
70.5K
+ 9.87%
$36.98 - $41.55 $2.61M - $2.93M
785K $32.3M
VEA
Vanguard Ftse Developed Market

ETFs
23.1K
+ 2.36%
$47.6 - $53.31 $1.1M - $1.23M
1M $52.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
79.3K
+ 17.93%
$44.65 - $47.21 $3.54M - $3.74M
522K $24.4M
VO
Vanguard Mid Cap ETF

ETFs
8.35K
+ 8.41%
$237.84 - $263.83 $1.99M - $2.2M
108K $28.4M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
35.4K
+ 5.05%
$40.6 - $45.07 $1.44M - $1.59M
735K $33.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.7K
+ 6.76%
$162.64 - $179.3 $2.23M - $2.46M
217K $38.9M
IOO
Ishares Tr Global 100 ETF

ETFs
32.6K
+ 10.14%
$89.63 - $100.83 $2.92M - $3.29M
354K $35.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29.9K
+ 5.36%
$57.32 - $62.65 $1.71M - $1.87M
587K $36.6M
JPM
Jpmorgan Chase & CO

Financial Services
6.38K
+ 2.08%
$194.9 - $224.8 $1.24M - $1.43M
314K $66.1M
Activity Summary
Buys All Purchases 1292 New Holdings 153 Increased Positions 1139 Sells All Sells 788 Reductions 788 Sold out 0 Options Calls 0 Puts 0
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