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
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
377
+ 1.6%
$97.19 - $109.09 $36.6K - $41.1K
23.9K $2.58M
VEEV
Veeva Systems Inc

Healthcare
218
+ 2.56%
$180.43 - $223.9 $39.3K - $48.8K
8.75K $1.84M
MSCI
Msci Inc.

Financial Services
142
+ 7.54%
$479.31 - $584.91 $68.1K - $83.1K
2.03K $1.18M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
5.28K
+ 71.92%
$48.09 - $49.69 $254K - $262K
12.6K $626K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.51K
+ 11.0%
$33.74 - $37.96 $152K - $171K
45.5K $1.71M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
5.71K
New
$42.38 - $47.25 $242K - $270K
5.71K $269K
RE
Everest Re Group LTD

Financial Services
724
+ 55.1%
N/A
2.04K $755K
HWM
Howmet Aerospace Inc.

Industrials
1.39K
+ 24.42%
$77.3 - $100.22 $107K - $139K
7.07K $708K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
9.56K
+ 8.21%
$19.92 - $20.67 $191K - $198K
126K $2.59M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.2K
+ 35.38%
$59.5 - $67.14 $190K - $215K
12.2K $809K
EGP
Eastgroup Properties Inc

Real Estate
651
+ 7.5%
$169.51 - $191.71 $110K - $125K
9.33K $1.74M
OMAB
Central North Airport Group

Industrials
3.92K
New
$59.37 - $74.89 $233K - $293K
3.92K $265K
AVB
Avalonbay Communities Inc

Real Estate
101
+ 0.77%
$200.95 - $234.65 $20.3K - $23.7K
13.2K $2.96M
MNST
Monster Beverage Corp

Consumer Defensive
2.3K
+ 3.63%
$45.01 - $52.47 $104K - $121K
65.7K $3.43M
EQR
Equity Residential

Real Estate
1.88K
+ 7.97%
$67.19 - $78.09 $126K - $147K
25.5K $1.9M
SWK
Stanley Black & Decker, Inc.

Industrials
2.36K
New
$77.75 - $110.17 $183K - $260K
2.36K $260K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.76K
+ 72.74%
$80.44 - $110.41 $142K - $194K
4.18K $461K
EQAL
Invesco ETF

ETFs
3.58K
+ 17.17%
$44.26 - $48.66 $159K - $174K
24.5K $1.19M
PEY
Invesco Exchange Traded Fd Tr

ETFs
142
+ 0.13%
$19.4 - $21.93 $2.75K - $3.11K
112K $2.45M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
888
+ 20.89%
$201.82 - $234.36 $179K - $208K
5.14K $1.18M
HEEM
Ishares Currency Hedged Msci E

ETFs
4.83K
+ 5.36%
$25.51 - $28.97 $123K - $140K
95.1K $2.7M
PENN
Penn National Gaming Inc

Consumer Cyclical
14.7K
+ 31.31%
$16.97 - $20.77 $249K - $305K
61.5K $1.16M
JHX
James Hardie Industries PLC

Basic Materials
6.32K
New
$31.27 - $42.02 $198K - $265K
6.32K $252K
SNA
Snap On Inc

Industrials
472
+ 11.55%
$255.35 - $289.77 $121K - $137K
4.56K $1.32M
AI
C3.Ai, Inc.

Technology
12.6K
+ 108.85%
$21.12 - $30.58 $266K - $385K
24.2K $585K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
21K
+ 41.35%
$12.67 - $14.36 $266K - $301K
71.7K $963K
MFG
Mizuho Financial Group Inc

Financial Services
60.4K
+ 229.24%
$3.69 - $4.62 $223K - $279K
86.7K $362K
AGX
Argan Inc

Industrials
2.47K
New
$69.3 - $101.43 $171K - $251K
2.47K $250K
DASH
Door Dash, Inc.

Communication Services
1.74K
New
$100.28 - $143.99 $175K - $251K
1.74K $248K
IYJ
Ishares Tr

ETFs
1.86K
New
$118.32 - $133.67 $220K - $248K
1.86K $248K
HYLS
First Tr Tactical High Yield L

ETFs
3.72K
+ 5.46%
$40.54 - $42.23 $151K - $157K
71.7K $3.01M
PHYS
Sprott Physical Gold Trust

Financial Services
12.1K
New
$18.12 - $20.72 $220K - $251K
12.1K $247K
AVTR
Avantor, Inc.

Basic Materials
9.54K
New
$20.58 - $27.7 $196K - $264K
9.54K $246K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
1.99K
New
$89.87 - $124.16 $178K - $246K
1.99K $246K
LNTH
Lantheus Holdings, Inc.

Healthcare
2.25K
New
$77.7 - $123.62 $175K - $278K
2.25K $246K
OTIS
Otis Worldwide Corp

Industrials
138
+ 0.46%
$91.43 - $104.43 $12.6K - $14.4K
30.3K $3.15M
SONY
Sony Group Corp

Technology
1.04K
+ 8.32%
$81.61 - $98.65 $85K - $103K
13.6K $1.31M
ES
Eversource Energy

Utilities
668
+ 3.79%
$56.52 - $68.38 $37.8K - $45.7K
18.3K $1.25M
FSIG
First Tr ETF Iv LTD Duration I
10.6K
+ 11.6%
$18.72 - $19.32 $198K - $205K
102K $1.96M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.38K
+ 29.5%
$25.38 - $26.27 $213K - $220K
36.8K $965K
G
Genpact LTD

Technology
2.78K
+ 14.6%
$30.96 - $39.45 $85.9K - $110K
21.8K $854K
MMS
Maximus, Inc.

Industrials
1.23K
+ 7.23%
$84.08 - $93.17 $103K - $115K
18.2K $1.7M
SLGN
Silgan Holdings Inc

Consumer Cyclical
4.61K
New
$41.32 - $52.69 $191K - $243K
4.61K $242K
TYL
Tyler Technologies Inc

Technology
14
+ 0.49%
$499.52 - $595.46 $6.99K - $8.34K
2.89K $1.69M
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.71K
+ 3.74%
$37.22 - $41.47 $63.5K - $70.7K
47.3K $1.96M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.05K
+ 15.75%
$46.17 - $51.13 $141K - $156K
22.4K $1.15M
HTGC
Hercules Capital, Inc.

Financial Services
12.2K
New
$17.71 - $21.67 $217K - $265K
12.2K $240K
LSAF
Two Rds Shared Tr

ETFs
5.76K
New
$36.68 - $41.38 $211K - $238K
5.76K $238K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.66K
+ 49.17%
$112.99 - $126.45 $188K - $210K
5.04K $634K
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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