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
PG
Procter & Gamble CO

Consumer Defensive
12.8K
+ 6.21%
$160.76 - $177.82 $2.06M - $2.28M
219K $37.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
27.3K
+ 15.17%
$89.91 - $101.33 $2.45M - $2.76M
207K $20.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24.2K
+ 3.92%
$41.9 - $48.26 $1.01M - $1.17M
643K $30.8M
AMT
American Tower Corp

Real Estate
3.88K
+ 5.32%
$192.27 - $242.73 $746K - $942K
76.9K $17.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
55.6K
+ 41.5%
$56.04 - $62.99 $3.11M - $3.5M
189K $11.6M
JNJ
Johnson & Johnson

Healthcare
3.07K
+ 1.56%
$145.48 - $167.38 $447K - $514K
200K $32.4M
ENB
Enbridge Inc

Energy
43.3K
+ 11.65%
$35.27 - $41.18 $1.53M - $1.78M
415K $16.9M
ORCL
Oracle Corp

Technology
4.36K
+ 4.43%
$125.9 - $170.35 $548K - $742K
103K $17.5M
JHMM
John Hancock Multifactor Mid C

ETFs
9.89K
+ 1.71%
$54.25 - $60.2 $537K - $596K
588K $35.4M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
20.3K
+ 5.63%
$75.88 - $83.21 $1.54M - $1.69M
381K $31.7M
CAT
Caterpillar Inc

Industrials
2.42K
+ 5.57%
$316.8 - $391.12 $765K - $945K
45.8K $17.9M
KO
Coca Cola CO

Consumer Defensive
7.8K
+ 2.22%
$62.69 - $73.01 $489K - $569K
360K $25.9M
RDVY
First Trust Rising Dividend Ac

ETFs
14.6K
+ 2.57%
$53.68 - $59.24 $783K - $864K
582K $34.5M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
37.1K
+ 53.94%
$71.9 - $79.86 $2.67M - $2.96M
106K $8.41M
XOM
Exxon Mobil Corp

Energy
17K
+ 2.59%
$109.72 - $119.0 $1.86M - $2.02M
674K $79M
NFLX
Netflix Inc

Communication Services
3.72K
+ 18.37%
$598.55 - $722.26 $2.22M - $2.68M
23.9K $17M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
11.9K
+ 7.89%
$127.29 - $141.5 $1.51M - $1.68M
163K $22.7M
AVEM
American Centy ETF Tr Avantis

ETFs
47.1K
+ 58.68%
$57.2 - $65.59 $2.69M - $3.09M
127K $8.23M
NVDA
Nvidia Corp

Technology
53.9K
+ 3.52%
$98.91 - $134.91 $5.33M - $7.27M
1.59M $193M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
61.6K
+ 65.27%
$49.93 - $51.15 $3.07M - $3.15M
156K $7.97M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
42.6K
+ 9.71%
$44.24 - $49.47 $1.89M - $2.11M
482K $23.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.25K
+ 5.76%
$247.34 - $300.11 $803K - $974K
59.5K $17.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
27.1K
+ 15.73%
$90.01 - $95.32 $2.44M - $2.59M
200K $18.9M
AVGO
Broadcom Inc.

Technology
217K
+ 907.09%
$136.27 - $1745.86 $29.6M - $379M
241K $41.6M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
42.5K
+ 7.95%
$32.65 - $36.69 $1.39M - $1.56M
577K $21M
CSCO
Cisco Systems, Inc.

Technology
17.7K
+ 4.57%
$44.74 - $53.22 $791K - $941K
404K $21.5M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
45.3K
+ 13.85%
$37.68 - $42.0 $1.71M - $1.9M
372K $15.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
49.9K
+ 16.25%
$45.2 - $47.87 $2.25M - $2.39M
357K $17M
FDVV
Fidelity High Dividend ETF

ETFs
44.8K
+ 24.98%
$46.26 - $50.65 $2.07M - $2.27M
224K $11.4M
BMY
Bristol Myers Squibb CO

Healthcare
25.7K
+ 16.17%
$39.66 - $51.75 $1.02M - $1.33M
185K $9.56M
CRM
Salesforce, Inc.

Technology
6.27K
+ 8.85%
$238.42 - $276.53 $1.49M - $1.73M
77.1K $21.1M
ACN
Accenture PLC

Technology
141
+ 0.25%
$295.44 - $355.81 $41.7K - $50.2K
56.7K $20M
VZ
Verizon Communications Inc

Communication Services
10.6K
+ 1.62%
$38.89 - $45.0 $411K - $475K
662K $29.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
29.8K
+ 9.69%
$48.51 - $52.86 $1.45M - $1.58M
337K $17.8M
AVUV
American Centy ETF Tr Avantis

ETFs
20.2K
+ 14.47%
$88.24 - $99.7 $1.79M - $2.02M
160K $15.4M
MSTR
Microstrategy Inc

Technology
42.7K
+ 1176.66%
$114.3 - $1800.09 $4.88M - $76.9M
46.3K $7.81M
PVAL
Putnam ETF Tr Putnam Focused L
73.7K
New
$35.03 - $37.94 $2.58M - $2.79M
73.7K $2.79M
KORP
American Centy ETF Tr Diversif

ETFs
56K
New
$45.64 - $48.46 $2.55M - $2.71M
56K $2.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
72
+ 0.03%
$117.9 - $128.2 $8.49K - $9.23K
273K $35M
BLK
Black Rock Inc.

Financial Services
410
+ 3.02%
$782.27 - $949.51 $321K - $389K
14K $13.3M
IEF
Ishares Barclays

ETFs
18.9K
+ 11.47%
$92.67 - $99.14 $1.75M - $1.87M
183K $18M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
56.2K
+ 29.22%
$33.88 - $36.77 $1.91M - $2.07M
249K $9.07M
PDI
Pimco Dynamic Income Fund

Financial Services
117K
+ 84.18%
$18.7 - $20.25 $2.19M - $2.37M
256K $5.18M
PEG
Public Service Enterprise Group Inc

Utilities
16.2K
+ 22.4%
$73.58 - $89.21 $1.19M - $1.44M
88.4K $7.89M
ISCG
Ishares Morningstar Small Cap

ETFs
26.6K
+ 7.56%
$44.24 - $49.07 $1.18M - $1.3M
378K $18.5M
JPIB
Jpmorgan International Bond Op

ETFs
49.7K
+ 72.86%
$46.96 - $48.73 $2.33M - $2.42M
118K $5.74M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.5K
+ 3.91%
$178.94 - $207.0 $1.52M - $1.76M
226K $45.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.91K
+ 0.99%
$87.56 - $95.49 $255K - $278K
298K $28.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
43.8K
+ 21.06%
$47.95 - $49.61 $2.1M - $2.17M
252K $12.4M
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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