Avantax Advisory Services, Inc. Incresed Positions in Q3 2024

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DTE
Dte Energy CO

Utilities
694
+ 6.31%
$108.67 - $128.41 $75.4K - $89.1K
11.7K $1.5M
FSV
First Service Corp

Real Estate
821
+ 19.0%
$152.13 - $183.13 $125K - $150K
5.14K $938K
ABR
Arbor Realty Trust Inc

Real Estate
15.1K
+ 44.71%
$12.89 - $15.66 $195K - $237K
49K $762K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
22.6K
+ 57.62%
$9.55 - $11.13 $216K - $252K
61.9K $670K
DAR
Darling Ingredients Inc.

Consumer Defensive
7.06K
+ 20.22%
$33.99 - $41.78 $240K - $295K
42K $1.56M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.06K
+ 4.8%
$51.0 - $57.07 $105K - $117K
44.9K $2.5M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3.51K
+ 5.17%
$26.74 - $30.37 $93.8K - $107K
71.4K $2.17M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
4.76K
+ 31.67%
$40.93 - $46.6 $195K - $222K
19.8K $912K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
377
+ 1.6%
$97.19 - $109.09 $36.6K - $41.1K
23.9K $2.58M
VEEV
Veeva Systems Inc

Healthcare
218
+ 2.56%
$180.43 - $223.9 $39.3K - $48.8K
8.75K $1.84M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
5.28K
+ 71.92%
$48.09 - $49.69 $254K - $262K
12.6K $626K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.51K
+ 11.0%
$33.74 - $37.96 $152K - $171K
45.5K $1.71M
RE
Everest Re Group LTD

Financial Services
724
+ 55.1%
N/A
2.04K $755K
HWM
Howmet Aerospace Inc.

Industrials
1.39K
+ 24.42%
$77.3 - $100.22 $107K - $139K
7.07K $708K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
9.56K
+ 8.21%
$19.92 - $20.67 $191K - $198K
126K $2.59M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.2K
+ 35.38%
$59.5 - $67.14 $190K - $215K
12.2K $809K
EGP
Eastgroup Properties Inc

Real Estate
651
+ 7.5%
$169.51 - $191.71 $110K - $125K
9.33K $1.74M
AVB
Avalonbay Communities Inc

Real Estate
101
+ 0.77%
$200.95 - $234.65 $20.3K - $23.7K
13.2K $2.96M
MNST
Monster Beverage Corp

Consumer Defensive
2.3K
+ 3.63%
$45.01 - $52.47 $104K - $121K
65.7K $3.43M
EQR
Equity Residential

Real Estate
1.88K
+ 7.97%
$67.19 - $78.09 $126K - $147K
25.5K $1.9M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.76K
+ 72.74%
$80.44 - $110.41 $142K - $194K
4.18K $461K
EQAL
Invesco ETF

ETFs
3.58K
+ 17.17%
$44.26 - $48.66 $159K - $174K
24.5K $1.19M
PEY
Invesco Exchange Traded Fd Tr

ETFs
142
+ 0.13%
$19.4 - $21.93 $2.75K - $3.11K
112K $2.45M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
888
+ 20.89%
$201.82 - $234.36 $179K - $208K
5.14K $1.18M
HEEM
Ishares Currency Hedged Msci E

ETFs
4.83K
+ 5.36%
$25.51 - $28.97 $123K - $140K
95.1K $2.7M
PENN
Penn National Gaming Inc

Consumer Cyclical
14.7K
+ 31.31%
$16.97 - $20.77 $249K - $305K
61.5K $1.16M
SNA
Snap On Inc

Industrials
472
+ 11.55%
$255.35 - $289.77 $121K - $137K
4.56K $1.32M
AI
C3.Ai, Inc.

Technology
12.6K
+ 108.85%
$21.12 - $30.58 $266K - $385K
24.2K $585K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
21K
+ 41.35%
$12.67 - $14.36 $266K - $301K
71.7K $963K
MFG
Mizuho Financial Group Inc

Financial Services
60.4K
+ 229.24%
$3.69 - $4.62 $223K - $279K
86.7K $362K
HYLS
First Tr Tactical High Yield L

ETFs
3.72K
+ 5.46%
$40.54 - $42.23 $151K - $157K
71.7K $3.01M
OTIS
Otis Worldwide Corp

Industrials
138
+ 0.46%
$91.43 - $104.43 $12.6K - $14.4K
30.3K $3.15M
SONY
Sony Group Corp

Technology
1.04K
+ 8.32%
$81.61 - $98.65 $85K - $103K
13.6K $1.31M
ES
Eversource Energy

Utilities
668
+ 3.79%
$56.52 - $68.38 $37.8K - $45.7K
18.3K $1.25M
FSIG
First Tr ETF Iv LTD Duration I
10.6K
+ 11.6%
$18.72 - $19.32 $198K - $205K
102K $1.96M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.38K
+ 29.5%
$25.38 - $26.27 $213K - $220K
36.8K $965K
G
Genpact LTD

Technology
2.78K
+ 14.6%
$30.96 - $39.45 $85.9K - $110K
21.8K $854K
MMS
Maximus, Inc.

Industrials
1.23K
+ 7.23%
$84.08 - $93.17 $103K - $115K
18.2K $1.7M
TYL
Tyler Technologies Inc

Technology
14
+ 0.49%
$499.52 - $595.46 $6.99K - $8.34K
2.89K $1.69M
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.71K
+ 3.74%
$37.22 - $41.47 $63.5K - $70.7K
47.3K $1.96M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.05K
+ 15.75%
$46.17 - $51.13 $141K - $156K
22.4K $1.15M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.66K
+ 49.17%
$112.99 - $126.45 $188K - $210K
5.04K $634K
PJUL
Innovator U.S. Equity Power Bu

ETFs
4.22K
+ 10.57%
$37.89 - $40.48 $160K - $171K
44.1K $1.79M
LDOS
Leidos Holdings, Inc.

Technology
846
+ 15.0%
$142.66 - $163.02 $121K - $138K
6.49K $1.06M
JSML
Janus Detroit Str Tr Henderson

ETFs
1.99K
+ 12.34%
$58.37 - $65.4 $116K - $130K
18.1K $1.19M
PLMR
Palomar Holdings, Inc.

Financial Services
1.79K
+ 45.76%
$80.39 - $99.22 $144K - $177K
5.69K $538K
NNN
National Retail Properties, Inc.

Real Estate
1.05K
+ 3.65%
$42.12 - $48.79 $44.1K - $51K
29.7K $1.44M
AES
Aes Corp

Utilities
6.41K
+ 18.0%
$16.18 - $20.07 $104K - $129K
42K $842K
FTLS
First Tr Long/Short Equity ETF

ETFs
2.62K
+ 4.57%
$60.73 - $63.8 $159K - $167K
59.9K $3.8M
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email