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
NOW
Service Now, Inc.

Technology
1
+ 0.01%
$730.87 - $937.36 $731 - $937
10.1K $9.07M
MS
Morgan Stanley

Financial Services
3.41K
+ 3.26%
$92.07 - $106.96 $314K - $364K
108K $11.3M
QDPL
Pacer Fds Tr Metaurus Us Large
28.5K
New
$34.97 - $38.41 $996K - $1.09M
28.5K $1.08M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
4.61K
+ 5.94%
$93.07 - $102.32 $429K - $472K
82.2K $8.41M
HRL
Hormel Foods Corp

Consumer Defensive
32.6K
+ 90.51%
$30.04 - $33.14 $980K - $1.08M
68.7K $2.18M
SYK
Stryker Corp

Healthcare
1.91K
+ 10.32%
$315.94 - $371.96 $602K - $709K
20.4K $7.36M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.86K
+ 10.6%
$218.05 - $243.47 $624K - $697K
29.9K $7.27M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.56K
+ 7.38%
$106.11 - $113.72 $590K - $633K
81K $9.15M
HDV
Ishares Core High Dividend ETF

ETFs
287
+ 0.25%
$107.62 - $118.76 $30.9K - $34.1K
116K $13.6M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
8.48K
+ 22.79%
$85.03 - $94.56 $721K - $801K
45.7K $4.25M
AEP
American Electric Power CO Inc

Utilities
2.77K
+ 5.4%
$87.11 - $104.95 $242K - $291K
54.1K $5.55M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
23.1K
+ 13.22%
$37.45 - $44.25 $867K - $1.02M
198K $8.48M
BK
Bank Of New York Mellon Corp

Financial Services
5.58K
+ 10.38%
$59.54 - $72.17 $332K - $403K
59.3K $4.26M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
33.7K
+ 53.18%
$27.17 - $28.74 $915K - $968K
97.1K $2.79M
IQV
Iqvia Holdings Inc.

Healthcare
3.58K
+ 55.73%
$206.81 - $251.55 $741K - $901K
10K $2.37M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.23K
+ 3.12%
$69.31 - $77.34 $224K - $250K
107K $8.19M
JPEM
Jp Morgan Diversified Return

ETFs
11.4K
+ 8.06%
$52.23 - $56.96 $597K - $651K
153K $8.67M
CCI
Crown Castle International Corp

Real Estate
1.34K
+ 3.45%
$95.29 - $120.24 $127K - $161K
40.1K $4.76M
PLD
Prologis, Inc.

Real Estate
1.85K
+ 3.52%
$111.95 - $132.43 $208K - $246K
54.6K $6.89M
PFE
Pfizer Inc

Healthcare
23.2K
+ 7.51%
$27.7 - $31.39 $642K - $728K
332K $9.61M
XLG
Invesco Exchange Traded Fd Tr

ETFs
19.4K
+ 84.34%
$42.54 - $47.97 $825K - $930K
42.4K $2.02M
PSX
Phillips 66

Energy
13.1K
+ 16.71%
$125.0 - $147.17 $1.64M - $1.93M
91.8K $12.1M
OKE
Oneok Inc

Energy
1.42K
+ 1.64%
$78.62 - $95.27 $112K - $135K
87.9K $8.01M
FTA
First Tr Large Cap Value

ETFs
3.53K
+ 2.95%
$72.76 - $79.13 $257K - $279K
123K $9.76M
URI
United Rentals, Inc.

Industrials
216
+ 4.67%
$627.41 - $814.1 $136K - $176K
4.85K $3.92M
BHP
Bhp Group LTD

Basic Materials
6.22K
+ 5.82%
$51.32 - $62.11 $319K - $386K
113K $7.03M
PMF
Pimco Municipal Income Fund

Financial Services
74.7K
+ 59.09%
$9.07 - $10.32 $678K - $771K
201K $2.08M
UHS
Universal Health Services Inc

Healthcare
4K
New
$178.68 - $241.52 $715K - $966K
4K $916K
UBER
Uber Technologies, Inc

Technology
9.31K
+ 10.71%
$58.48 - $77.47 $545K - $721K
96.3K $7.24M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.27K
+ 7.36%
$149.02 - $167.67 $338K - $380K
33.1K $5.54M
ANET
Arista Networks, Inc.

Technology
1.36K
+ 11.64%
$311.42 - $388.21 $422K - $526K
13K $4.99M
CGCP
Capital Group Core Plus Income

ETFs
33.2K
+ 21.31%
$22.12 - $23.31 $734K - $773K
189K $4.37M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
19.8K
+ 9.59%
$29.28 - $32.18 $580K - $638K
226K $7.19M
BAC
Bank Of America Corp

Financial Services
23.6K
+ 5.69%
$36.65 - $44.13 $864K - $1.04M
438K $17.4M
PKG
Packaging Corp Of America

Consumer Cyclical
1.92K
+ 12.93%
$176.32 - $215.7 $339K - $414K
16.8K $3.61M
NKE
Nike, Inc.

Consumer Cyclical
1.64K
+ 2.83%
$71.09 - $89.44 $116K - $146K
59.4K $5.25M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.52K
+ 1.6%
$64.35 - $75.71 $97.8K - $115K
96.3K $7.1M
RYLD
Global X Fds Russell 2000 Cove

ETFs
54.7K
+ 129.84%
$15.22 - $16.33 $833K - $893K
96.9K $1.57M
EEM
Ishares Msci Emerging Markets

ETFs
1.21K
+ 0.47%
$40.42 - $46.7 $48.7K - $56.3K
256K $11.7M
UL
Unilever PLC

Consumer Defensive
2.31K
+ 3.14%
$54.7 - $65.59 $126K - $151K
75.7K $4.92M
ICE
Intercontinental Exchange, Inc.

Financial Services
171
+ 0.48%
$136.93 - $162.81 $23.4K - $27.8K
35.9K $5.77M
THC
Tenet Healthcare Corp

Healthcare
5.28K
New
$129.27 - $168.03 $682K - $887K
5.28K $876K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.2K
+ 3.8%
$240.48 - $267.94 $289K - $322K
32.8K $8.77M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.33K
+ 2.49%
$80.13 - $88.89 $186K - $207K
95.8K $8.45M
CSX
Csx Corp

Industrials
20.4K
+ 14.61%
$32.48 - $35.45 $662K - $722K
160K $5.52M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.41K
+ 1.12%
$38.04 - $45.36 $53.8K - $64.1K
127K $5.69M
EIX
Edison International

Utilities
3.26K
+ 8.91%
$71.19 - $87.72 $232K - $286K
39.8K $3.47M
REZ
Ishares Tr Residential And Mul

ETFs
7.53K
+ 56.7%
$76.42 - $91.19 $576K - $687K
20.8K $1.85M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.14K
+ 8.46%
$81.31 - $83.29 $662K - $678K
104K $8.68M
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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