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
CBT
Cabot Corp

Basic Materials
105
+ 0.36%
$86.96 - $111.73 $9.13K - $11.7K
29K $3.24M
WPC
W. P. Carey Inc.

Real Estate
2.29K
+ 3.76%
$54.63 - $63.96 $125K - $146K
63.1K $3.93M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.67K
+ 16.15%
$100.09 - $100.69 $567K - $571K
40.8K $4.1M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
11.1K
+ 16.93%
$41.93 - $44.13 $465K - $490K
76.6K $3.38M
GIS
General Mills Inc

Consumer Defensive
273
+ 0.53%
$62.5 - $75.15 $17.1K - $20.5K
52.2K $3.85M
ARES
Ares Management Corp

Financial Services
3.16K
+ 95.93%
$133.73 - $158.05 $422K - $499K
6.45K $1.01M
CGGO
Capital Group Global Growth Eq

ETFs
15.8K
+ 12.75%
$27.25 - $30.52 $432K - $483K
140K $4.22M
SBAC
Sba Communications Corp

Real Estate
648
+ 7.04%
$189.0 - $245.01 $122K - $159K
9.85K $2.37M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
21.5K
+ 51.47%
$25.19 - $25.5 $542K - $549K
63.3K $1.61M
VGIT
Vanguard Intermediate Term Tre

ETFs
7.23K
+ 15.57%
$57.8 - $60.8 $418K - $439K
53.6K $3.24M
VRT
Vertiv Holdings CO

Industrials
6.14K
+ 39.14%
$86.66 - $86.66 $532K - $532K
21.8K $1.89M
FLRN
Spdr Bloomberg Investment Grad

ETFs
17K
+ 65.21%
$30.55 - $30.85 $518K - $523K
43K $1.33M
MINO
Pimco ETF Tr Municipal Income

ETFs
10.7K
+ 28.59%
$45.07 - $46.16 $481K - $492K
48K $2.21M
SAP
Sap Se

Technology
79
+ 0.43%
$197.21 - $231.0 $15.6K - $18.2K
18.3K $4.18M
MET
Metlife Inc

Financial Services
828
+ 2.28%
$67.96 - $82.48 $56.3K - $68.3K
37.1K $3.06M
RFV
Invesco Exchange Traded Fd Tr

ETFs
1.66K
+ 3.55%
$108.97 - $119.83 $181K - $199K
48.3K $5.72M
GOLD
Barrick Gold Corp

Basic Materials
14.5K
+ 21.08%
$16.56 - $21.01 $240K - $305K
83.3K $1.66M
IYW
Ishares Dj Us Tech ETF

ETFs
778
+ 0.22%
$133.16 - $158.73 $104K - $123K
350K $53.1M
LVS
Las Vegas Sands Corp

Consumer Cyclical
10.1K
New
$37.86 - $51.12 $383K - $518K
10.1K $509K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
32.8K
+ 51.55%
$15.5 - $16.99 $509K - $558K
96.5K $1.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3K
+ 8.31%
$114.73 - $120.23 $344K - $360K
39.1K $4.67M
SJM
J M Smucker CO

Consumer Defensive
2.92K
+ 22.73%
$109.12 - $122.4 $318K - $357K
15.7K $1.91M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
6.38K
+ 8.85%
$49.82 - $52.8 $318K - $337K
78.4K $4.12M
RRC
Range Resources Corp

Energy
16.5K
New
$27.91 - $34.84 $460K - $574K
16.5K $506K
OMFL
Invesco Exchange Traded Self I

ETFs
9.25K
+ 51.18%
$47.65 - $52.99 $441K - $490K
27.3K $1.45M
FNF
Fidelity National Financial, Inc.

Financial Services
403
+ 1.08%
$48.08 - $62.04 $19.4K - $25K
37.7K $2.34M
MAS
Masco Corp

Industrials
554
+ 2.13%
$64.7 - $83.94 $35.8K - $46.5K
26.6K $2.23M
IFRA
Ishares Tr

ETFs
3.97K
+ 6.24%
$41.55 - $46.97 $165K - $186K
67.5K $3.17M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
14.3K
+ 46.57%
$29.08 - $31.84 $415K - $455K
44.9K $1.42M
PAYX
Paychex Inc

Industrials
1.04K
+ 4.63%
$116.17 - $135.19 $121K - $140K
23.4K $3.15M
CNC
Centene Corp

Healthcare
5.68K
+ 84.74%
$64.89 - $80.23 $369K - $456K
12.4K $932K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.07K
+ 7.73%
$39.15 - $46.02 $159K - $187K
56.7K $2.59M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.73K
+ 4.5%
$84.81 - $93.54 $231K - $255K
63.4K $5.83M
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.16K
+ 4.07%
$51.58 - $53.79 $266K - $278K
132K $7.07M
KMI
Kinder Morgan, Inc.

Energy
10.8K
+ 9.84%
$19.72 - $22.22 $212K - $239K
120K $2.65M
UTG
Reaves Utility Income Fund

Financial Services
13.1K
+ 179.02%
$27.16 - $32.8 $357K - $431K
20.5K $672K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.38K
+ 1.86%
$31.07 - $39.36 $42.9K - $54.3K
75.6K $2.77M
LHX
L3 Harris Technologies, Inc.

Industrials
1.03K
+ 6.29%
$221.96 - $243.27 $230K - $252K
17.5K $4.15M
ELV
Elevance Health, Inc.

Healthcare
1.58K
+ 9.66%
$500.12 - $562.29 $788K - $886K
17.9K $9.31M
WMB
Williams Companies, Inc.

Energy
3.48K
+ 3.68%
$41.24 - $46.22 $143K - $161K
97.8K $4.47M
PZZA
Papa Johns International Inc

Consumer Cyclical
6.55K
+ 43.59%
$40.26 - $53.87 $264K - $353K
21.6K $1.16M
CEG
Constellation Energy Corp

Utilities
380
+ 6.39%
$167.08 - $262.86 $63.5K - $99.9K
6.32K $1.64M
HALO
Halozyme Therapeutics, Inc.

Healthcare
7.93K
New
$51.3 - $64.42 $407K - $511K
7.93K $453K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.9K
New
$50.99 - $57.81 $403K - $456K
7.9K $451K
DGII
Digi International Inc

Technology
9.07K
+ 21.08%
$22.44 - $29.62 $204K - $269K
52.1K $1.43M
EFX
Equifax Inc

Industrials
865
+ 23.8%
$236.42 - $307.13 $205K - $266K
4.5K $1.32M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
5.1K
New
$81.98 - $86.24 $418K - $440K
5.1K $439K
IGRO
Ishares Tr International Divid

ETFs
3.07K
+ 10.55%
$66.7 - $75.25 $205K - $231K
32.1K $2.4M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.82K
+ 88.89%
$233.4 - $302.36 $424K - $549K
3.86K $1.05M
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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