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
BIBL
Northern Lts Fd Tr Iv

ETFs
4.32K
+ 6.38%
$36.61 - $40.67 $158K - $176K
72K $2.93M
ARKG
Ark Genomic Revolution ETF (De

ETFs
12.6K
+ 81.82%
$22.89 - $27.41 $288K - $345K
28K $716K
FRT
Federal Realty Investment Trust

Real Estate
500
+ 2.35%
$100.42 - $117.38 $50.2K - $58.7K
21.8K $2.51M
FXL
First Tr Exchange Traded Fd Fi

ETFs
2.1K
+ 7.86%
$122.48 - $142.51 $257K - $300K
28.9K $4M
FLGV
Franklin Templeton ETF Trfrank

ETFs
16.8K
New
$20.11 - $21.26 $338K - $358K
16.8K $354K
FTHI
First Trust Exchange Traded Fd

ETFs
13.8K
+ 21.34%
$21.47 - $23.16 $296K - $319K
78.4K $1.8M
HYG
Ishares Tr

ETFs
2.13K
+ 3.74%
$76.72 - $80.36 $163K - $171K
59.1K $4.74M
BEPC
Brookfield Renewable Corp

Utilities
6.56K
+ 20.53%
$26.92 - $32.89 $176K - $216K
38.5K $1.26M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.75K
+ 19.29%
$35.57 - $37.86 $276K - $294K
47.9K $1.82M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
12.9K
+ 17.59%
$20.69 - $22.19 $266K - $285K
86K $1.87M
NWN
Northwest Natural Holding CO

Utilities
3.89K
+ 9.71%
$35.25 - $40.82 $137K - $159K
44K $1.79M
CMS
Cms Energy Corp

Utilities
882
+ 3.47%
$58.7 - $70.62 $51.8K - $62.3K
26.3K $1.86M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.84K
+ 5.64%
$51.29 - $56.57 $146K - $161K
53.2K $3.01M
MGK
Vanguard Mega Cap Growth ETF

ETFs
642
+ 3.62%
$285.48 - $330.24 $183K - $212K
18.4K $5.92M
FCPT
Four Corners Property Trust, Inc.

Real Estate
5.88K
+ 15.97%
$24.44 - $30.62 $144K - $180K
42.7K $1.25M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
16.3K
+ 29.65%
$18.12 - $18.92 $296K - $309K
71.5K $1.34M
IP
International Paper CO

Consumer Cyclical
3.52K
+ 11.78%
$42.55 - $49.98 $150K - $176K
33.4K $1.63M
SKYY
First Trust Cloud Computing Et

ETFs
878
+ 2.35%
$86.45 - $102.48 $75.9K - $90K
38.3K $3.91M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.9K
+ 5.64%
$19.2 - $19.63 $247K - $252K
241K $4.71M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
647
+ 5.15%
$138.85 - $182.81 $89.8K - $118K
13.2K $2.34M
APH
Amphenol Corp

Technology
6.82K
+ 14.31%
$58.39 - $70.41 $398K - $480K
54.4K $3.55M
FNDF
Schwab Fundamental Intl Large

ETFs
5.62K
+ 10.43%
$33.67 - $37.71 $189K - $212K
59.4K $2.22M
HPE
Hewlett Packard Enterprise CO

Technology
17.4K
+ 60.44%
$16.1 - $21.44 $279K - $372K
46.1K $942K
OLED
Universal Display Corp Pa

Technology
1.59K
+ 20.35%
$157.72 - $236.42 $251K - $377K
9.43K $1.98M
SITE
Site One Landscape Supply, Inc.

Industrials
505
+ 5.8%
$115.64 - $153.52 $58.4K - $77.5K
9.21K $1.39M
SNAP
Snap Inc

Communication Services
31.2K
New
$8.29 - $16.84 $258K - $525K
31.2K $333K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.8K
New
$169.12 - $184.42 $305K - $332K
1.8K $332K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.86K
+ 2.91%
$56.04 - $62.2 $104K - $116K
65.9K $4.1M
CINF
Cincinnati Financial Corp

Financial Services
370
+ 2.37%
$115.7 - $138.2 $42.8K - $51.1K
16K $2.17M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
5.61K
+ 16.96%
$43.99 - $46.63 $247K - $261K
38.7K $1.8M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
815
+ 20.15%
$305.34 - $350.41 $249K - $286K
4.86K $1.68M
FTQI
First Trust ETF Vi First Trust

ETFs
15.9K
+ 23.35%
$18.95 - $20.92 $301K - $332K
83.8K $1.72M
NVS
Novartis Ag

Healthcare
914
+ 3.49%
$106.13 - $120.89 $97K - $110K
27.1K $3.12M
OHI
Omega Healthcare Investors Inc

Real Estate
3.04K
+ 9.49%
$33.55 - $41.29 $102K - $126K
35.1K $1.43M
ROP
Roper Technologies Inc

Industrials
635
+ 19.76%
$515.25 - $576.55 $327K - $366K
3.85K $2.14M
CGXU
Capital Group Intl Focus Equit

ETFs
6.83K
+ 5.93%
$24.27 - $27.46 $166K - $187K
122K $3.29M
EBAY
Ebay Inc

Consumer Cyclical
1.82K
+ 9.89%
$52.61 - $65.44 $95.8K - $119K
20.2K $1.32M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.92K
+ 22.79%
$50.15 - $51.27 $297K - $303K
31.9K $1.63M
MKC
Mccormick & CO Inc

Consumer Defensive
508
+ 2.02%
$69.44 - $84.76 $35.3K - $43.1K
25.7K $2.11M
RACE
Ferrari N.V.

Consumer Cyclical
99
+ 2.19%
$405.92 - $496.79 $40.2K - $49.2K
4.62K $2.17M
MCO
Moodys Corp

Financial Services
380
+ 14.22%
$421.49 - $494.67 $160K - $188K
3.05K $1.45M
KRC
Kilroy Realty Corp

Real Estate
6.32K
+ 60.16%
$31.24 - $40.79 $197K - $258K
16.8K $650K
HSY
Hershey CO

Consumer Defensive
1.02K
+ 6.38%
$182.45 - $203.25 $186K - $207K
17K $3.26M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
4.94K
+ 7.55%
$29.23 - $33.51 $144K - $166K
70.4K $2.33M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
7.5K
New
$39.85 - $42.56 $299K - $319K
7.5K $319K
MGC
Vanguard Mega Cap ETF

ETFs
455
+ 1.91%
$185.93 - $206.64 $84.6K - $94K
24.2K $5.01M
COPX
Global X Copper Miners ETF

ETFs
6.69K
New
$38.58 - $48.4 $258K - $324K
6.69K $316K
IONQ
Ion Q, Inc.

Technology
31.6K
+ 135.56%
$6.57 - $9.71 $208K - $307K
55K $480K
CM
Canadian Imperial Bank Of Commerce

Financial Services
468
+ 2.26%
$47.28 - $62.24 $22.1K - $29.1K
21.2K $1.3M
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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