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
TROW
Price T Rowe Group Inc

Financial Services
2.04K
+ 85.7%
$101.71 - $120.75 $207K - $246K
4.41K $480K
FMF
First Trust Managed Futures St

ETFs
5.69K
+ 10.1%
$47.09 - $49.74 $268K - $283K
62.1K $2.95M
PAYC
Paycom Software, Inc.

Technology
290
+ 4.35%
$140.16 - $173.86 $40.6K - $50.4K
6.95K $1.16M
JCI
Johnson Controls International PLC

Industrials
206
+ 1.22%
$65.52 - $77.61 $13.5K - $16K
17.1K $1.33M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
2.22K
+ 4.37%
$15.15 - $19.2 $33.6K - $42.5K
52.9K $984K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
9.97K
New
$19.01 - $20.7 $190K - $206K
9.97K $203K
FCX
Freeport Mcmoran Inc

Basic Materials
1.92K
+ 2.38%
$39.52 - $51.92 $75.9K - $99.7K
82.6K $4.12M
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.89K
New
$63.82 - $70.54 $184K - $204K
2.89K $203K
GIB
Cgi Inc

Technology
1.76K
New
$99.02 - $116.4 $174K - $205K
1.76K $202K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.77K
New
$104.5 - $114.97 $185K - $204K
1.77K $202K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
6.34K
+ 8.95%
$17.03 - $20.87 $108K - $132K
77.1K $1.53M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
6.98K
New
$24.9 - $28.99 $174K - $202K
6.98K $201K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.84K
+ 14.82%
$44.66 - $49.15 $216K - $238K
37.5K $1.77M
ABC
Amerisourcebergen Corp

Healthcare
1.08K
+ 6.86%
N/A
16.8K $3.12M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.84K
New
$109.03 - $210.9 $201K - $388K
1.84K $200K
RY
Royal Bank Of Canada

Financial Services
356
+ 4.24%
$105.65 - $124.73 $37.6K - $44.4K
8.76K $1.09M
KMX
Carmax Inc

Consumer Cyclical
2.03K
+ 20.1%
$71.21 - $85.78 $144K - $174K
12.1K $937K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.6K
+ 5.06%
$19.2 - $19.82 $127K - $131K
137K $2.71M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
2.91K
+ 12.78%
$46.5 - $49.42 $135K - $144K
25.7K $1.26M
TECK
Teck Resources LTD

Basic Materials
618
+ 1.68%
$43.48 - $53.4 $26.9K - $33K
37.4K $1.95M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
15.3K
+ 74.38%
$11.31 - $11.96 $173K - $183K
35.8K $427K
WSO
Watsco Inc

Industrials
132
+ 2.99%
$448.73 - $519.89 $59.2K - $68.6K
4.54K $2.23M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
5.6K
+ 55.14%
$29.41 - $32.91 $165K - $184K
15.8K $514K
PARA
Paramount Global

Communication Services
17.5K
+ 111.06%
$9.98 - $11.95 $175K - $209K
33.3K $353K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
13.9K
+ 9.9%
$13.31 - $15.65 $185K - $218K
155K $2.23M
WOLF
Wolfspeed, Inc.

Technology
19.5K
New
$7.6 - $24.99 $148K - $487K
19.5K $188K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.16K
+ 2.88%
$55.15 - $59.31 $63.7K - $68.5K
41.3K $2.44M
PDD
Pinduoduo Inc.

Consumer Cyclical
1.34K
+ 65.27%
$89.17 - $151.11 $119K - $202K
3.39K $456K
FEP
First Trust Europe Alphadex Fu

ETFs
1.3K
+ 2.1%
$35.46 - $39.44 $46.2K - $51.4K
63.5K $2.47M
FISV
Fiserv Inc

Technology
1.46K
+ 6.63%
N/A
23.5K $2.95M
IVZ
Invesco Ltd.

Financial Services
10.4K
New
$14.85 - $17.74 $155K - $185K
10.4K $183K
CNS
Cohen & Steers, Inc.

Financial Services
584
+ 10.84%
$70.88 - $97.15 $41.4K - $56.7K
5.97K $573K
MP
Mp Materials Corp.

Basic Materials
6.08K
+ 40.91%
$10.49 - $18.39 $63.8K - $112K
20.9K $369K
STRL
Sterling Construction CO Inc

Industrials
871
+ 42.99%
$102.56 - $148.9 $89.3K - $130K
2.9K $419K
BKR
Baker Hughes CO

Energy
4.65K
+ 40.2%
$32.92 - $38.72 $153K - $180K
16.2K $585K
HPQ
Hp Inc

Technology
3.62K
+ 6.19%
$32.02 - $38.11 $116K - $138K
62.1K $2.23M
BSCV
Invesco ETF Self Indexed Fd Tr
10.7K
New
$15.89 - $16.79 $171K - $180K
10.7K $179K
BSCU
Invesco Exc Self Ind Tr

ETFs
9.79K
+ 51.39%
$16.19 - $17.05 $158K - $167K
28.8K $488K
IGLB
Ishares 10+ Year Investment Gr

ETFs
2.39K
+ 16.5%
$49.38 - $54.19 $118K - $129K
16.9K $903K
TDG
Trans Digm Group Inc

Industrials
54
+ 8.07%
$1202.03 - $1427.41 $64.9K - $77.1K
723 $1.03M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
121
+ 0.44%
$43.9 - $52.34 $5.31K - $6.33K
27.7K $1.42M
MGEE
Mge Energy Inc

Utilities
191
+ 1.99%
$73.49 - $92.42 $14K - $17.7K
9.81K $895K
MGPI
Mgp Ingredients Inc

Consumer Defensive
900
+ 7.69%
$69.79 - $91.87 $62.8K - $82.7K
12.6K $1.05M
SPMD
Spdr Portfolio

ETFs
1.74K
+ 7.12%
$50.29 - $54.92 $87.3K - $95.3K
26.1K $1.43M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
660
+ 4.22%
$100.75 - $111.62 $66.5K - $73.7K
16.3K $1.78M
VFMV
Vanguard Wellington Fd

ETFs
676
+ 5.79%
$113.29 - $121.87 $76.6K - $82.4K
12.4K $1.5M
MLI
Mueller Industries Inc

Industrials
168
+ 1.83%
$55.73 - $74.1 $9.36K - $12.4K
9.36K $693K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
6.4K
+ 58.95%
$24.38 - $25.2 $156K - $161K
17.3K $434K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
15.4K
New
$10.26 - $10.97 $158K - $169K
15.4K $168K
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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