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
TJX
Tjx Companies Inc

Consumer Cyclical
1.95K
+ 2.45%
$107.93 - $120.23 $210K - $234K
81.4K $9.56M
NEAR
Blackrock Short Maturity Bond

ETFs
13.1K
+ 8.0%
$50.09 - $51.31 $655K - $671K
176K $9.04M
AON
Aon PLC

Financial Services
1.12K
+ 13.83%
$293.16 - $351.06 $327K - $392K
9.18K $3.18M
DHI
Horton D R Inc

Consumer Cyclical
693
+ 5.15%
$135.21 - $197.06 $93.7K - $137K
14.1K $2.7M
PML
Pimco Municipal Income Fund Ii

Financial Services
75.4K
+ 70.35%
$8.4 - $9.39 $633K - $708K
183K $1.71M
ALL
Allstate Corp

Financial Services
585
+ 2.57%
$158.43 - $192.86 $92.7K - $113K
23.3K $4.42M
EEMV
Ishares Msci Emerging Markets

ETFs
5.98K
+ 8.3%
$56.77 - $63.31 $340K - $379K
78.1K $4.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13.9K
+ 9.83%
$31.05 - $34.29 $431K - $476K
155K $5.32M
ICF
Ishares Tr

ETFs
1.23K
+ 1.55%
$56.77 - $67.33 $69.8K - $82.7K
80.7K $5.32M
EXR
Extra Space Storage Inc.

Real Estate
1.9K
+ 11.2%
$151.92 - $183.06 $288K - $347K
18.8K $3.39M
CL
Colgate Palmolive CO

Consumer Defensive
4.11K
+ 8.35%
$95.54 - $108.77 $393K - $447K
53.4K $5.54M
VDC
Vanguard Consumer Staples ETF

ETFs
431
+ 1.01%
$201.77 - $221.32 $87K - $95.4K
43.2K $9.44M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
17K
+ 7.68%
$28.11 - $29.42 $479K - $501K
239K $7.02M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
14.8K
+ 105.55%
$48.27 - $49.43 $713K - $730K
28.8K $1.42M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.62K
+ 1.29%
$66.31 - $74.08 $108K - $120K
127K $9.35M
AZO
Autozone Inc

Consumer Cyclical
95
+ 4.14%
$2815.0 - $3212.87 $267K - $305K
2.39K $7.52M
PTEU
Pacer Fds Tr Trendpilot Europe

ETFs
12.8K
+ 6.45%
$25.05 - $28.19 $322K - $362K
212K $5.9M
AXON
Axon Enterprise, Inc.

Industrials
198
+ 3.25%
$286.16 - $399.6 $56.7K - $79.1K
6.29K $2.51M
TGT
Target Corp

Consumer Defensive
2.43K
+ 5.64%
$133.47 - $159.25 $324K - $386K
45.5K $7.08M
TFC
Truist Financial Corp

Financial Services
3.82K
+ 2.75%
$38.22 - $44.94 $146K - $172K
143K $6.09M
LVHI
Franklin International Low Vol

ETFs
18.7K
+ 22.93%
$28.72 - $31.28 $536K - $584K
100K $3.11M
VST
Vistra Corp.

Utilities
1.71K
+ 11.41%
$69.0 - $119.06 $118K - $203K
16.7K $1.98M
XEL
Xcel Energy Inc

Utilities
6.04K
+ 24.53%
$52.11 - $65.3 $315K - $395K
30.7K $2M
ITW
Illinois Tool Works Inc

Industrials
1.13K
+ 7.42%
$233.14 - $263.97 $263K - $298K
16.3K $4.28M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.32K
+ 2.75%
$68.79 - $76.02 $160K - $176K
86.7K $6.59M
FENY
Fidelity Covington Tr Msci Ene

ETFs
29.5K
+ 77.66%
$23.09 - $25.75 $682K - $760K
67.6K $1.63M
LGOV
First Tr ETF Iv Long Duration

ETFs
20.8K
+ 14.02%
$20.77 - $22.83 $433K - $476K
169K $3.79M
ILCB
Ishares Morningstar U.S. Equit

ETFs
228
+ 0.14%
$71.38 - $79.23 $16.3K - $18.1K
161K $12.7M
CRS
Carpenter Technology Corp

Industrials
3.14K
+ 97.55%
$104.79 - $161.78 $329K - $509K
6.37K $1.02M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13K
+ 51.34%
$50.52 - $50.95 $657K - $662K
38.3K $1.95M
HYDB
Ishares Tr Edge High Yield Def

ETFs
13.2K
+ 110.2%
$46.14 - $48.06 $608K - $634K
25.2K $1.21M
TRU
Trans Union

Industrials
6.24K
New
$72.72 - $106.05 $454K - $662K
6.24K $653K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
4.92K
+ 10.33%
$65.4 - $72.79 $322K - $358K
52.6K $3.82M
SHOP
Shopify Inc.

Technology
875
+ 2.14%
$52.26 - $80.75 $45.7K - $70.7K
41.7K $3.34M
VIAV
Viavi Solutions Inc.

Technology
48.1K
+ 51.04%
$6.97 - $9.02 $335K - $434K
142K $1.28M
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.12K
+ 4.08%
$37.37 - $41.82 $229K - $256K
156K $6.48M
PSN
Parsons Corp

Industrials
420
+ 1.59%
$76.52 - $103.68 $32.1K - $43.5K
26.8K $2.78M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.13K
+ 0.79%
$41.02 - $46.01 $46.1K - $51.8K
144K $6.56M
QJUN
First Tr ETF
22.7K
+ 163.98%
$24.85 - $27.22 $563K - $617K
36.5K $985K
KNSL
Kinsale Capital Group, Inc.

Financial Services
214
+ 3.31%
$370.41 - $491.09 $79.3K - $105K
6.68K $3.11M
HII
Huntington Ingalls Industries, Inc.

Industrials
2.1K
+ 65.24%
$241.93 - $282.86 $508K - $594K
5.32K $1.41M
EXC
Exelon Corp

Utilities
9.8K
+ 28.37%
$34.24 - $40.55 $336K - $397K
44.4K $1.8M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
3.59K
+ 164.27%
$141.31 - $161.48 $507K - $579K
5.77K $928K
LYG
Lloyds Banking Group PLC

Financial Services
135K
+ 28.56%
$2.73 - $3.17 $369K - $428K
608K $1.89M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
10.7K
+ 32.54%
$51.78 - $52.98 $554K - $567K
43.6K $2.31M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.05K
+ 3.66%
$81.17 - $90.77 $167K - $186K
58.1K $5.19M
HOMB
Home Bancshares Inc

Financial Services
17.6K
+ 47.18%
$23.43 - $28.83 $413K - $508K
55K $1.49M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5.1K
+ 11.82%
$69.16 - $76.64 $353K - $391K
48.2K $3.63M
LXFR
Luxfer Holdings PLC

Industrials
39.9K
+ 75.77%
$10.16 - $13.23 $405K - $528K
92.6K $1.2M
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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