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
MDB
Mongo Db, Inc.

Technology
124
+ 13.93%
$221.5 - $296.69 $27.5K - $36.8K
1.01K $273K
HNDL
Strategy Shs

ETFs
309
+ 0.81%
$20.96 - $22.29 $6.48K - $6.89K
38.6K $859K
TPHD
Timothy Plan High Divid Stk Et

ETFs
892
+ 14.47%
$34.67 - $37.7 $30.9K - $33.6K
7.06K $266K
WEX
Wex Inc.

Technology
14
+ 0.95%
$168.01 - $209.77 $2.35K - $2.94K
1.49K $312K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.3K
+ 15.87%
$31.97 - $37.3 $41.4K - $48.3K
9.46K $338K
NEOG
Neogen Corp

Healthcare
1.17K
+ 4.57%
$14.73 - $17.71 $17.2K - $20.7K
26.8K $450K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
125
+ 1.34%
$56.83 - $62.44 $7.1K - $7.81K
9.43K $587K
PHK
Pimco High Income Fund

Financial Services
8.35K
+ 19.78%
$4.76 - $5.0 $39.7K - $41.7K
50.5K $252K
FTGC
First Trust Global Tactical CO

ETFs
2.75K
+ 3.82%
$22.3 - $24.39 $61.4K - $67.2K
74.8K $1.77M
AOM
Ishares Tr Core Moderate Alloc

ETFs
70
+ 0.32%
$42.66 - $45.18 $2.99K - $3.16K
21.8K $985K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.3K
+ 108.4%
$128.47 - $280.94 $167K - $366K
2.51K $388K
EA
Electronic Arts Inc.

Communication Services
69
+ 0.76%
$137.32 - $151.82 $9.48K - $10.5K
9.2K $1.32M
NXST
Nexstar Media Group, Inc.

Communication Services
307
+ 13.06%
$154.25 - $184.79 $47.4K - $56.7K
2.66K $438K
NVT
N Vent Electric PLC

Industrials
1.22K
+ 20.71%
$60.72 - $81.19 $74.1K - $99.1K
7.11K $499K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
165
+ 2.52%
$61.97 - $69.37 $10.2K - $11.4K
6.71K $463K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
1.3K
+ 2.61%
$10.32 - $11.27 $13.4K - $14.6K
51K $574K
AUSF
Global X Fds Adaptive U S Fact

ETFs
706
+ 13.58%
$39.51 - $42.7 $27.9K - $30.1K
5.91K $252K
WCC
Wesco International Inc

Industrials
119
+ 4.32%
$149.47 - $183.24 $17.8K - $21.8K
2.87K $482K
SAN
Banco Santander, S.A.

Financial Services
3.27K
+ 5.44%
$4.37 - $5.16 $14.3K - $16.9K
63.4K $323K
COIN
Coinbase Global, Inc.

Technology
793
+ 36.44%
$147.09 - $265.15 $117K - $210K
2.97K $528K
INTF
Ishares Tr

ETFs
28
+ 0.14%
$28.08 - $31.79 $786 - $890
19.8K $622K
MAA
Mid America Apartment Communities Inc.

Real Estate
55
+ 2.51%
$138.8 - $166.65 $7.63K - $9.17K
2.25K $357K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.85K
+ 8.7%
$12.25 - $13.39 $22.7K - $24.8K
23.2K $310K
UDR
Udr, Inc.

Real Estate
445
+ 7.47%
$39.96 - $47.13 $17.8K - $21K
6.4K $290K
IJUL
Innovator Etfs Tr

ETFs
245
+ 0.86%
$27.47 - $29.55 $6.73K - $7.24K
28.6K $842K
JFR
Nuveen Floating Rate Income Fund

Financial Services
3.55K
+ 4.97%
$8.36 - $9.0 $29.7K - $32K
75.1K $662K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
183
+ 0.93%
$94.39 - $96.15 $17.3K - $17.6K
19.8K $1.9M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
928
+ 24.1%
$63.28 - $81.93 $58.7K - $76K
4.78K $303K
ARW
Arrow Electronics Inc

Technology
45
+ 1.47%
$117.29 - $135.1 $5.28K - $6.08K
3.1K $412K
PSTG
Pure Storage, Inc.

Technology
2.5K
+ 42.55%
$45.73 - $67.71 $114K - $169K
8.38K $420K
UFPT
Ufp Technologies Inc

Healthcare
7
+ 0.91%
$283.66 - $358.42 $1.99K - $2.51K
775 $245K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
326
+ 8.83%
$63.5 - $69.79 $20.7K - $22.8K
4.02K $280K
ABEV
Ambev S.A.

Consumer Defensive
17.2K
New
$2.04 - $2.44 $35.1K - $42K
17.2K $42K
AVSU
American Centy ETF Tr Avantis

ETFs
82
+ 0.79%
$59.01 - $65.3 $4.84K - $5.35K
10.5K $683K
AMH
American Homes 4 Rent

Real Estate
40
+ 0.12%
$34.87 - $41.14 $1.39K - $1.65K
32.9K $1.26M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
2.22K
+ 11.04%
$11.34 - $12.17 $25.1K - $27K
22.3K $270K
VOYA
Voya Financial, Inc.

Financial Services
174
+ 4.93%
$64.58 - $79.22 $11.2K - $13.8K
3.71K $293K
DHS
Wisdomtree Tr U.S

ETFs
79
+ 2.13%
$83.9 - $93.83 $6.63K - $7.41K
3.79K $355K
FLMI
Franklin Dynamic Municipal Bon

ETFs
1.38K
+ 12.24%
$24.32 - $25.01 $33.5K - $34.5K
12.6K $315K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
432
+ 9.57%
$90.85 - $93.3 $39.2K - $40.3K
4.95K $460K
JHSC
John Hancock ETF Tr Multifacto

ETFs
62
+ 0.5%
$36.59 - $40.14 $2.27K - $2.49K
12.4K $499K
THO
Thor Industries Inc

Consumer Cyclical
11
+ 0.46%
$91.4 - $109.97 $1.01K - $1.21K
2.39K $263K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
77
+ 0.43%
$98.99 - $101.51 $7.62K - $7.82K
17.9K $1.81M
FNDX
Schwab Fundamental U S Large C

ETFs
303
+ 7.92%
$65.36 - $71.76 $19.8K - $21.7K
4.13K $296K
TOST
Toast, Inc.

Technology
235
+ 1.83%
$22.71 - $28.31 $5.34K - $6.65K
13.1K $370K
VRSK
Verisk Analytics, Inc.

Industrials
234
+ 1.67%
$260.31 - $285.99 $60.9K - $66.9K
14.2K $3.81M
BKH
Black Hills Corp

Utilities
223
+ 6.01%
$53.42 - $61.53 $11.9K - $13.7K
3.93K $240K
JHMD
John Hancock ETF Tr Multifacto

ETFs
329
+ 2.47%
$31.95 - $35.87 $10.5K - $11.8K
13.7K $483K
FN
Fabrinet

Technology
232
+ 11.04%
$193.84 - $273.5 $45K - $63.5K
2.33K $552K
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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