Avantax Advisory Services, Inc. Purchases in Q1 2025

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
1.38K
+ 16.81%
$43.6 - $49.84 $60.3K - $68.9K
9.61K $456K
EQT
Eqt Corp

Energy
424
+ 4.25%
$46.16 - $54.25 $19.6K - $23K
10.4K $555K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
767
+ 10.77%
$110.75 - $119.78 $84.9K - $91.9K
7.89K $911K
FTI
Technip Fmc PLC

Energy
1.11K
+ 5.05%
$25.3 - $32.57 $28K - $36K
23K $729K
VLUE
Ishares Msci Usa Value Factor

ETFs
757
+ 5.92%
$104.89 - $113.56 $79.4K - $86K
13.5K $1.44M
CRSP
Crispr Therapeutics Ag

Healthcare
3.82K
+ 55.81%
$34.03 - $53.02 $130K - $202K
10.7K $362K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
132
+ 1.0%
$17.16 - $25.25 $2.27K - $3.33K
13.3K $317K
KGC
Kinross Gold Corp

Basic Materials
3.24K
+ 20.44%
$9.69 - $12.61 $31.4K - $40.9K
19.1K $240K
NTNX
Nutanix, Inc.

Technology
624
+ 10.95%
$61.28 - $77.44 $38.2K - $48.3K
6.32K $441K
EFX
Equifax Inc

Industrials
584
+ 12.98%
$235.63 - $278.34 $138K - $163K
5.08K $1.24M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
111
+ 0.4%
$26.71 - $31.58 $2.96K - $3.51K
27.7K $841K
PRVA
Privia Health Group, Inc.

Healthcare
2.47K
+ 19.69%
$19.64 - $25.69 $48.6K - $63.6K
15K $337K
PRU
Prudential Financial Inc

Financial Services
2.07K
+ 10.15%
$105.04 - $122.33 $217K - $253K
22.4K $2.5M
MOH
Molina Healthcare, Inc.

Healthcare
112
+ 7.91%
$266.57 - $333.27 $29.9K - $37.3K
1.53K $503K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
10.2K
+ 10.43%
$31.63 - $35.22 $322K - $358K
108K $3.44M
PCAR
Paccar Inc

Industrials
1.94K
+ 13.15%
$96.91 - $112.51 $188K - $218K
16.7K $1.62M
WBD
Warner Bros. Discovery, Inc.

Communication Services
7.95K
+ 20.45%
$9.47 - $11.46 $75.3K - $91.1K
46.8K $502K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.01K
+ 2.85%
$29.72 - $31.94 $59.8K - $64.3K
72.7K $2.24M
XYL
Xylem Inc.

Industrials
680
+ 28.7%
$114.02 - $132.04 $77.5K - $89.8K
3.05K $364K
FR
First Industrial Realty Trust Inc

Real Estate
1.31K
+ 25.89%
$48.46 - $57.99 $63.3K - $75.8K
6.36K $342K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
807
+ 10.24%
$106.46 - $114.75 $85.9K - $92.6K
8.69K $956K
BAC
Bank Of America Corp

Financial Services
25.2K
+ 5.8%
$39.61 - $47.74 $997K - $1.2M
459K $19.2M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
6.93K
+ 35.49%
$12.03 - $12.69 $83.4K - $88K
26.5K $323K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.14K
+ 29.72%
$96.93 - $109.51 $111K - $125K
4.99K $489K
VRT
Vertiv Holdings CO

Industrials
989
+ 4.18%
N/A
24.7K $2.14M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
5.52K
+ 89.09%
$25.0 - $39.76 $138K - $220K
11.7K $292K
IAG
Iamgold Corp

Basic Materials
13.7K
New
$5.11 - $6.61 $70.1K - $90.7K
13.7K $85K
OSTK
Overstock.Com, Inc

Consumer Cyclical
3.3K
+ 21.52%
N/A
18.7K $476K
BKH
Black Hills Corp

Utilities
1.24K
+ 31.9%
$55.74 - $61.86 $69.2K - $76.8K
5.14K $311K
AIZ
Assurant, Inc.

Financial Services
409
+ 42.38%
$198.92 - $218.67 $81.4K - $89.4K
1.37K $288K
RMD
Resmed Inc

Healthcare
395
+ 35.08%
$219.7 - $257.65 $86.8K - $102K
1.52K $340K
PSR
Invesco Actively

ETFs
445
+ 2.44%
$86.57 - $95.84 $38.5K - $42.6K
18.7K $1.73M
USXF
Ishares Esg Advanced Msci Usa

Technology
4.03K
+ 11.58%
$46.38 - $52.65 $187K - $212K
38.8K $1.81M
HRB
H&R Block Inc

Consumer Cyclical
1.21K
+ 17.54%
$49.96 - $55.97 $60.6K - $67.8K
8.12K $445K
MPW
Medical Properties Trust Inc

Real Estate
1.55K
+ 4.53%
$3.83 - $6.21 $5.94K - $9.64K
35.8K $215K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
806
+ 4.83%
$73.11 - $77.43 $58.9K - $62.4K
17.5K $1.33M
DFS
Discover Financial Services

Financial Services
557
+ 8.99%
$152.99 - $203.25 $85.2K - $113K
6.75K $1.15M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
2.98K
+ 11.52%
$23.28 - $23.95 $69.4K - $71.4K
28.9K $685K
KMX
Carmax Inc

Consumer Cyclical
1.39K
+ 17.46%
$69.25 - $89.19 $96K - $124K
9.32K $726K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
793
+ 11.08%
$39.44 - $47.66 $31.3K - $37.8K
7.95K $362K
RPRX
Royalty Pharma PLC

Healthcare
85
+ 0.64%
$25.75 - $33.86 $2.19K - $2.88K
13.4K $417K
JKHY
Henry Jack & Associates Inc

Technology
228
+ 4.61%
$166.47 - $191.28 $38K - $43.6K
5.17K $943K
PTEN
Patterson Uti Energy Inc

Energy
9.45K
+ 60.21%
$7.15 - $9.45 $67.6K - $89.3K
25.2K $206K
WCN
Waste Connections, Inc.

Industrials
26
+ 0.85%
$169.89 - $195.19 $4.42K - $5.07K
3.08K $601K
LNC
Lincoln National Corp

Financial Services
908
+ 8.78%
$30.06 - $39.23 $27.3K - $35.6K
11.3K $404K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
4.05K
+ 30.16%
$16.06 - $16.99 $65K - $68.8K
17.5K $291K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
13.7K
+ 22.54%
$47.79 - $59.89 $653K - $818K
74.3K $3.73M
REZ
Ishares Tr Residential And Mul

ETFs
519
+ 9.3%
$78.21 - $88.48 $40.6K - $45.9K
6.1K $527K
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
2.75K
+ 33.04%
$28.38 - $29.91 $78K - $82.3K
11.1K $317K
Activity Summary
Buys All Purchases 1530 New Holdings 172 Increased Positions 1358 Sells All Sells 647 Reductions 647 Sold out 0 Options Calls 0 Puts 0
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