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
AFL
Aflac Inc

Financial Services
1.73K
+ 1.74%
$88.52 - $111.8 $153K - $194K
101K $11.3M
MA
Mastercard Inc

Financial Services
485
+ 1.18%
$429.6 - $500.99 $208K - $243K
41.5K $20.5M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
35.4K
+ 6.11%
$29.09 - $32.07 $1.03M - $1.14M
616K $19.6M
EFG
Msci Eafe Growth ETF

ETFs
2.99K
+ 0.78%
$96.84 - $108.77 $290K - $325K
388K $41.7M
WEC
Wec Energy Group, Inc.

Utilities
18.3K
+ 52.72%
$77.68 - $96.19 $1.42M - $1.76M
53.1K $5.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
44.9K
+ 66.25%
$45.87 - $48.53 $2.06M - $2.18M
113K $5.43M
TMUS
T Mobile Us, Inc.

Communication Services
6.82K
+ 23.67%
$175.14 - $206.36 $1.19M - $1.41M
35.6K $7.35M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
23.6K
+ 29.57%
$66.56 - $75.11 $1.57M - $1.77M
103K $7.72M
GILD
Gilead Sciences, Inc.

Healthcare
9.34K
+ 9.57%
$66.59 - $83.99 $622K - $784K
107K $8.96M
PFF
Ishares Trust Ishares Pfd And

ETFs
49.9K
+ 15.04%
$31.18 - $33.5 $1.55M - $1.67M
381K $12.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.59K
+ 3.35%
$386.81 - $423.12 $613K - $671K
48.9K $20.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.6K
+ 5.87%
$71.45 - $75.64 $1.19M - $1.26M
299K $22.5M
GE
General Electric CO

Industrials
6.46K
+ 21.8%
$156.66 - $189.66 $1.01M - $1.23M
36.1K $6.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
21.2K
+ 25.58%
$79.29 - $84.02 $1.68M - $1.78M
104K $8.7M
PGR
Progressive Corp

Financial Services
2.81K
+ 9.71%
$209.46 - $259.24 $589K - $729K
31.8K $8.06M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
24.5K
+ 9.19%
$47.29 - $52.55 $1.16M - $1.29M
292K $15.3M
CB
Chubb LTD

Financial Services
420
+ 0.73%
$252.51 - $292.2 $106K - $123K
57.8K $16.7M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
32.1K
+ 25.56%
$33.89 - $41.64 $1.09M - $1.34M
158K $6.28M
MBB
Ishares Tr

ETFs
13.9K
+ 8.42%
$90.85 - $96.66 $1.26M - $1.34M
178K $17.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
41K
+ 13.95%
$30.71 - $34.79 $1.26M - $1.43M
335K $11.6M
NGG
National Grid PLC

Utilities
10.8K
+ 12.16%
$57.14 - $70.48 $619K - $763K
99.9K $6.96M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
23.1K
+ 15.31%
$68.53 - $74.13 $1.59M - $1.71M
174K $12.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.01K
+ 3.93%
$156.14 - $187.2 $314K - $376K
53.1K $9.82M
ABT
Abbott Laboratories

Healthcare
2.41K
+ 1.54%
$100.07 - $118.13 $241K - $285K
159K $18.1M
MO
Altria Group, Inc.

Consumer Defensive
9.23K
+ 3.81%
$45.95 - $54.71 $424K - $505K
251K $12.8M
O
Realty Income Corp

Real Estate
15.5K
+ 20.53%
$52.36 - $63.42 $812K - $984K
91.1K $5.78M
MDT
Medtronic PLC

Healthcare
3.59K
+ 2.79%
$76.84 - $91.03 $276K - $327K
132K $11.9M
FREL
Fidelity Covington Tr Msci Rea

ETFs
12K
+ 3.53%
$25.07 - $29.94 $302K - $361K
354K $10.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.52K
+ 5.0%
$173.36 - $189.8 $610K - $668K
74K $14M
PEP
Pepsico Inc

Consumer Defensive
5.98K
+ 4.32%
$161.9 - $179.3 $968K - $1.07M
145K $24.6M
TT
Trane Technologies PLC

Industrials
1.56K
+ 8.35%
$314.21 - $388.71 $490K - $606K
20.2K $7.87M
ISRG
Intuitive Surgical Inc

Healthcare
1.51K
+ 7.16%
$416.14 - $494.01 $628K - $746K
22.6K $11.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
659
+ 0.61%
$125.95 - $142.04 $83K - $93.6K
109K $15.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.97K
+ 2.57%
$61.47 - $67.36 $490K - $537K
319K $21.4M
BNS
Bank Of Nova Scotia

Financial Services
26.4K
+ 95.95%
$44.71 - $54.78 $1.18M - $1.45M
54K $2.94M
ETR
Entergy Corp

Utilities
8.29K
+ 35.05%
$104.75 - $131.61 $868K - $1.09M
31.9K $4.2M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
12.5K
+ 6.48%
$96.3 - $106.49 $1.2M - $1.33M
205K $21.5M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
34.4K
+ 37.6%
$47.43 - $47.88 $1.63M - $1.65M
126K $5.98M
NOC
Northrop Grumman Corp

Industrials
482
+ 3.27%
$423.73 - $533.14 $204K - $257K
15.2K $8.05M
CORP
Pimco Investment Grade Corp Bd

ETFs
15.4K
+ 103.71%
$94.36 - $100.01 $1.45M - $1.54M
30.2K $3M
AMGN
Amgen Inc

Healthcare
2.42K
+ 2.95%
$309.38 - $337.38 $747K - $815K
84.4K $27.2M
CARR
Carrier Global Corp

Industrials
1.19K
+ 1.45%
$61.9 - $80.88 $73.9K - $96.6K
83.7K $6.74M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.97K
+ 1.75%
$75.32 - $84.37 $299K - $335K
230K $19.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.34K
+ 3.58%
$57.22 - $80.08 $134K - $187K
67.5K $5.27M
AXP
American Express CO

Financial Services
2.13K
+ 9.43%
$225.92 - $271.17 $482K - $578K
24.8K $6.71M
DFAS
Dimensional ETF Tr U S Small C

ETFs
17.7K
+ 25.86%
$59.25 - $65.33 $1.05M - $1.16M
86.1K $5.58M
FMB
First Tr Exchange Traded Fd Ii

ETFs
17.9K
+ 3.06%
$51.0 - $52.05 $914K - $932K
603K $31.3M
MSI
Motorola Solutions, Inc.

Technology
2.47K
+ 45.62%
$385.65 - $450.49 $953K - $1.11M
7.89K $3.55M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
27.4K
+ 27.37%
$49.7 - $56.11 $1.36M - $1.54M
127K $7M
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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