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
SBLK
Star Bulk Carriers Corp.

Industrials
7.36K
+ 85.26%
$19.87 - $25.0 $146K - $184K
16K $378K
SIVR
Abrdn Silver ETF Trust

ETFs
4.42K
+ 24.25%
$25.48 - $30.77 $113K - $136K
22.7K $674K
QINT
American Centy ETF Tr Quality

ETFs
1.56K
+ 5.74%
$46.45 - $52.02 $72.4K - $81.1K
28.7K $1.49M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
5.24K
+ 3.21%
$25.49 - $25.49 $133K - $133K
169K $4.3M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.45K
+ 4.43%
$24.78 - $25.11 $135K - $137K
128K $3.22M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11.5K
New
$11.57 - $14.32 $133K - $165K
11.5K $163K
FNDA
Schwab Fundamental U S Small C

ETFs
1.26K
+ 6.73%
$54.26 - $60.01 $68.6K - $75.9K
20K $1.19M
VCEL
Vericel Corp

Healthcare
4.63K
+ 51.81%
$42.25 - $53.56 $196K - $248K
13.6K $573K
WGO
Winnebago Industries Inc

Consumer Cyclical
2.41K
+ 39.51%
$49.68 - $62.52 $120K - $150K
8.5K $493K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1.93K
+ 66.96%
$70.42 - $80.82 $136K - $156K
4.82K $376K
XT
Ishares Tr Exponential Technol

ETFs
1.66K
+ 5.69%
$54.51 - $61.59 $90.5K - $102K
30.9K $1.88M
SSNC
Ss&C Technologies Holdings Inc

Technology
1.36K
+ 26.26%
$61.42 - $76.46 $83.3K - $104K
6.53K $484K
FNV
Franco Nevada Corp

Basic Materials
832
+ 8.35%
$116.95 - $131.12 $97.3K - $109K
10.8K $1.34M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
5.45K
+ 56.21%
$26.01 - $27.41 $142K - $149K
15.1K $413K
LNG
Cheniere Energy, Inc.

Energy
597
+ 5.88%
$172.24 - $186.09 $103K - $111K
10.7K $1.93M
FXU
First Tr Exchange Traded Fd Ut

ETFs
1.07K
+ 4.99%
$32.72 - $38.48 $34.9K - $41K
22.4K $862K
PFM
Invesco Exchange Traded Fd Tr

ETFs
320
+ 0.89%
$42.65 - $46.55 $13.6K - $14.9K
36.2K $1.69M
BBDC
Barings Bdc, Inc.

Financial Services
15.8K
New
$9.28 - $10.19 $146K - $161K
15.8K $154K
MFC
Manulife Financial Corp

Financial Services
3.89K
+ 29.95%
$24.13 - $29.63 $93.9K - $115K
16.9K $499K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.04K
+ 4.52%
$59.93 - $66.52 $62.4K - $69.2K
24.1K $1.6M
HON
Honeywell International Inc

Industrials
2.47K
+ 4.7%
$196.73 - $220.21 $485K - $543K
54.9K $11.3M
DOCU
Docusign, Inc.

Technology
205
+ 1.27%
$49.73 - $62.53 $10.2K - $12.8K
16.3K $1.01M
FLIN
Franklin Templeton ETF Tr

ETFs
2.37K
+ 9.65%
$39.24 - $42.42 $92.9K - $100K
26.9K $1.13M
GPN
Global Payments Inc

Industrials
1.18K
+ 23.0%
$92.66 - $112.97 $109K - $133K
6.31K $646K
LII
Lennox International Inc

Industrials
42
+ 2.33%
$523.72 - $620.83 $22K - $26.1K
1.84K $1.11M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
10.6K
New
$13.15 - $14.12 $139K - $150K
10.6K $149K
REXR
Rexford Industrial Realty, Inc.

Real Estate
133
+ 0.53%
$44.45 - $52.25 $5.91K - $6.95K
25.1K $1.26M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
632
+ 1.3%
$37.98 - $41.19 $24K - $26K
49.1K $2.02M
EQH
Equitable Holdings, Inc.

Financial Services
2.93K
+ 15.17%
$37.05 - $43.61 $109K - $128K
22.3K $935K
FTV
Fortive Corp

Technology
1.17K
+ 10.28%
$67.01 - $79.2 $78.2K - $92.4K
12.5K $987K
ALLE
Allegion PLC

Industrials
354
+ 10.45%
$114.67 - $145.7 $40.6K - $51.6K
3.74K $545K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
15.7K
New
$9.19 - $11.08 $145K - $174K
15.7K $144K
ING
Ing Groep Nv

Financial Services
2.92K
+ 3.33%
$16.55 - $18.66 $48.3K - $54.5K
90.7K $1.65M
IBKR
Interactive Brokers Group, Inc.

Financial Services
396
+ 7.48%
$108.65 - $139.41 $43K - $55.2K
5.69K $793K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
2.2K
+ 21.61%
$37.97 - $47.45 $83.5K - $104K
12.4K $544K
VTHR
Vanguard Russell 3000 ETF

ETFs
264
+ 4.97%
$228.55 - $253.74 $60.3K - $67K
5.58K $1.42M
BC
Brunswick Corp

Consumer Cyclical
887
+ 14.69%
$69.46 - $84.53 $61.6K - $75K
6.93K $580K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
937
+ 51.6%
$110.06 - $128.44 $103K - $120K
2.75K $350K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
152
+ 0.35%
$27.24 - $30.76 $4.14K - $4.68K
43.5K $1.32M
CNOB
Connect One Bancorp, Inc.

Financial Services
102
+ 0.46%
$18.2 - $26.25 $1.86K - $2.68K
22.4K $561K
BALL
Ball Corp

Consumer Cyclical
656
+ 5.51%
$58.86 - $67.91 $38.6K - $44.5K
12.6K $853K
BOTZ
Global X Fds

ETFs
443
+ 0.46%
$27.68 - $32.27 $12.3K - $14.3K
96.4K $3.1M
WAT
Waters Corp

Healthcare
239
+ 31.7%
$282.7 - $359.89 $67.6K - $86K
993 $357K
ADT
Adt Inc.

Industrials
19.1K
New
$6.87 - $7.9 $131K - $151K
19.1K $138K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.44K
+ 13.91%
$49.83 - $62.75 $321K - $404K
52.7K $3.04M
INSM
Insmed Inc

Healthcare
1.39K
+ 22.72%
$62.0 - $79.01 $85.9K - $109K
7.48K $546K
RNR
Renaissancere Holdings LTD

Financial Services
118
+ 5.48%
$211.47 - $272.21 $25K - $32.1K
2.27K $618K
NJUL
Innovator Growth 100 Power Buf

Technology
2.11K
+ 40.58%
$56.73 - $60.88 $120K - $129K
7.32K $445K
MEAR
Blackrock Short Maturity Munic

ETFs
2.68K
+ 29.19%
$49.99 - $50.34 $134K - $135K
11.8K $595K
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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