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
AEE
Ameren Corp

Utilities
14.6K
+ 180.89%
$70.45 - $87.46 $1.03M - $1.28M
22.7K $1.99M
SO
Southern CO

Utilities
2.01K
+ 2.06%
$77.0 - $90.52 $155K - $182K
99.7K $8.99M
DOW
Dow Inc.

Basic Materials
22.9K
+ 25.62%
$50.15 - $55.41 $1.15M - $1.27M
112K $6.14M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.06K
+ 6.04%
$147.95 - $191.05 $1.19M - $1.54M
141K $24.6M
ATO
Atmos Energy Corp

Utilities
1.48K
+ 2.77%
$114.08 - $138.75 $168K - $205K
54.7K $7.59M
SPSB
Spdr Portfolio Short Term Corp

ETFs
37.2K
+ 8.67%
$29.58 - $30.31 $1.1M - $1.13M
467K $14.1M
JHML
John Hancock Multifactor Large

ETFs
6.56K
+ 3.17%
$62.62 - $69.44 $411K - $455K
213K $14.8M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
24.7K
+ 478.69%
$48.71 - $54.57 $1.2M - $1.35M
29.8K $1.62M
FITB
Fifth Third Bancorp

Financial Services
7.49K
+ 4.57%
$36.01 - $43.64 $270K - $327K
172K $7.35M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
12.1K
+ 4.51%
$51.3 - $59.04 $619K - $712K
279K $15.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
7.43K
+ 10.66%
$103.87 - $117.59 $772K - $874K
77.1K $9.05M
AGZ
Ishares Agency Bond ETF

ETFs
8.51K
+ 5.78%
$107.35 - $110.79 $914K - $943K
156K $17.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
32K
+ 233.16%
$39.37 - $41.68 $1.26M - $1.33M
45.7K $1.89M
APP
App Lovin Corp

Technology
6.68K
+ 67.31%
$67.14 - $130.65 $449K - $873K
16.6K $2.17M
LVHD
Franklin U.S. Low Volatility H

ETFs
8.81K
+ 4.4%
$35.49 - $40.72 $313K - $359K
209K $8.51M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
44.5K
+ 29.0%
$24.86 - $26.33 $1.11M - $1.17M
198K $5.17M
EQIX
Equinix Inc

Real Estate
261
+ 3.17%
$749.0 - $890.01 $195K - $232K
8.49K $7.54M
OEF
Ishares S&P 100 ETF

ETFs
4.75K
+ 17.57%
$266.03 - $266.03 $1.26M - $1.26M
31.8K $8.45M
NI
Nisource Inc.

Utilities
15.5K
+ 11.71%
$28.54 - $34.64 $442K - $537K
148K $5.12M
MTB
M&T Bank Corp

Financial Services
1.35K
+ 3.4%
$146.49 - $179.85 $198K - $244K
41.1K $7.33M
SPIB
Spdr Portfolio Intermediate Te

ETFs
30.2K
+ 12.41%
$32.36 - $33.78 $976K - $1.02M
273K $9.21M
GS
Goldman Sachs Group Inc

Financial Services
869
+ 4.32%
$459.02 - $510.25 $399K - $443K
21K $10.4M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
27.4K
+ 12.2%
$38.33 - $42.48 $1.05M - $1.16M
252K $10.6M
USB
Us Bancorp \De\

Financial Services
8.72K
+ 5.98%
$39.04 - $47.23 $340K - $412K
155K $7.07M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
152K
New
$7.85 - $8.25 $1.19M - $1.25M
152K $1.24M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
7.43K
+ 13.61%
$110.22 - $120.89 $819K - $899K
62K $7.47M
BROS
Dutch Bros Inc.

Consumer Cyclical
38.6K
New
$29.1 - $42.81 $1.12M - $1.65M
38.6K $1.24M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.91K
+ 3.36%
$95.81 - $109.03 $279K - $318K
89.7K $9.66M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
22.5K
+ 59.09%
$46.67 - $50.52 $1.05M - $1.13M
60.5K $3.05M
SPOT
Spotify Technology S.A.

Communication Services
2.77K
+ 79.84%
$290.16 - $384.01 $805K - $1.06M
6.25K $2.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
43K
+ 19.56%
$22.38 - $23.66 $963K - $1.02M
263K $6.17M
KKR
Kkr & Co. Inc.

Financial Services
6.64K
+ 52.93%
$104.51 - $133.23 $694K - $884K
19.2K $2.5M
SECT
Sector 10, Inc.

ETFs
17.1K
+ 17.35%
$48.64 - $53.77 $830K - $918K
115K $6.21M
TRV
Travelers Companies, Inc.

Financial Services
1.69K
+ 6.64%
$201.87 - $242.35 $340K - $409K
27.1K $6.34M
SE
Sea LTD

Consumer Cyclical
10.7K
+ 142.87%
$59.94 - $94.83 $639K - $1.01M
18.1K $1.71M
FICS
First Tr Exchange Traded Fd Vi

ETFs
18.9K
+ 13.37%
$33.74 - $37.78 $638K - $714K
160K $6.01M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
9.32K
New
$97.96 - $124.99 $912K - $1.16M
9.32K $1.16M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.8K
+ 1.32%
$113.41 - $125.62 $204K - $226K
138K $17.4M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
18.2K
+ 71.11%
$43.67 - $51.82 $796K - $945K
43.9K $2.27M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
674
+ 3.06%
$523.84 - $572.02 $353K - $386K
22.7K $12.9M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
12.2K
+ 67.35%
$81.1 - $89.18 $992K - $1.09M
30.4K $2.67M
DFAE
Dimensional ETF Tr

ETFs
4.6K
+ 0.7%
$24.46 - $27.82 $113K - $128K
662K $18.1M
GTO
Invesco Actively Managed ETF T

ETFs
21.6K
+ 52.74%
$46.22 - $48.77 $1M - $1.06M
62.7K $3.03M
VGLT
Vanguard Long Term Treasury Et

ETFs
16.4K
+ 56.35%
$56.52 - $63.23 $928K - $1.04M
45.6K $2.8M
PAVE
Global X Fds Us Infrastructure

ETFs
18.7K
+ 22.05%
$36.39 - $41.16 $680K - $769K
103K $4.26M
PSA
Public Storage

Real Estate
850
+ 8.07%
$283.13 - $365.01 $241K - $310K
11.4K $4.14M
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.75K
+ 2.77%
$90.36 - $98.07 $339K - $368K
139K $13.6M
FIW
First Trust Water ETF

ETFs
3.45K
+ 4.44%
$98.0 - $109.33 $338K - $377K
81.1K $8.87M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.3K
+ 9.1%
$60.84 - $67.51 $628K - $697K
124K $8.35M
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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