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
REM
Ishares Tr Mtg Real Estate ETF

ETFs
3.66K
+ 24.0%
$21.9 - $24.73 $80.2K - $90.6K
18.9K $449K
UMH
Umh Properties, Inc.

Real Estate
925
+ 3.66%
$16.04 - $20.43 $14.8K - $18.9K
26.2K $515K
VRNS
Varonis Systems Inc

Technology
906
+ 13.09%
$46.03 - $57.54 $41.7K - $52.1K
7.83K $442K
LFUS
Littelfuse Inc

Technology
132
+ 1.69%
$233.9 - $274.34 $30.9K - $36.2K
7.92K $2.1M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
212
+ 1.07%
$58.75 - $64.07 $12.5K - $13.6K
20K $1.28M
TXT
Textron Inc

Industrials
1.08K
+ 22.04%
$83.46 - $94.02 $90K - $101K
5.97K $528K
CHE
Chemed Corp

Healthcare
54
+ 4.19%
$527.82 - $600.97 $28.5K - $32.5K
1.34K $807K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
579
+ 27.73%
$194.69 - $239.18 $113K - $138K
2.67K $556K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
404
+ 1.06%
$23.54 - $26.35 $9.51K - $10.6K
38.7K $1.01M
WPM
Wheaton Precious Metals Corp.

Basic Materials
968
+ 17.63%
$52.04 - $64.22 $50.4K - $62.2K
6.46K $394K
FDS
Factset Research Systems Inc

Financial Services
106
+ 9.78%
$397.04 - $469.48 $42.1K - $49.8K
1.19K $547K
PNFP
Pinnacle Financial Partners Inc

Financial Services
228
+ 4.99%
$76.97 - $100.56 $17.5K - $22.9K
4.8K $469K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
794
+ 26.45%
$97.05 - $106.1 $77.1K - $84.2K
3.8K $400K
VONV
Vanguard Russell 1000 Value Et

ETFs
291
+ 2.48%
$76.07 - $83.33 $22.1K - $24.2K
12K $1M
DFIV
Dimensional ETF Tr

ETFs
1.09K
+ 3.82%
$34.66 - $38.38 $37.6K - $41.6K
29.5K $1.12M
GNRC
Generac Holdings Inc.

Industrials
73
+ 2.16%
$133.16 - $159.78 $9.72K - $11.7K
3.46K $549K
RWO
Spdr Dow Jones Global Real Est

ETFs
526
+ 4.13%
$41.23 - $48.48 $21.7K - $25.5K
13.3K $630K
FAAR
First Trust Vii Alternative Ab

ETFs
5.22K
+ 6.79%
$27.83 - $28.78 $145K - $150K
82.1K $2.28M
CALM
Cal Maine Foods Inc

Consumer Defensive
102
+ 1.51%
$61.82 - $74.9 $6.31K - $7.64K
6.85K $512K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.92K
+ 16.49%
$47.0 - $47.84 $90.1K - $91.8K
13.5K $646K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
969
+ 5.77%
$36.02 - $41.68 $34.9K - $40.4K
17.8K $733K
ALGN
Align Technology Inc

Healthcare
201
+ 5.42%
$204.03 - $257.2 $41K - $51.7K
3.91K $994K
ICVT
Ishares Tr Convertible Bond Et

ETFs
559
+ 5.38%
$77.24 - $83.67 $43.2K - $46.8K
11K $916K
FEMS
First Trust Emerging Markets S

ETFs
2.29K
+ 29.27%
$37.85 - $42.19 $86.8K - $96.7K
10.1K $415K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
77
+ 0.37%
$43.25 - $48.57 $3.33K - $3.74K
21K $1.01M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
4.71K
+ 15.96%
$20.69 - $21.17 $97.5K - $99.8K
34.3K $719K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.03K
+ 5.15%
$22.3 - $26.02 $22.9K - $26.7K
20.9K $544K
BURL
Burlington Stores, Inc.

Consumer Cyclical
124
+ 4.59%
$233.02 - $278.99 $28.9K - $34.6K
2.83K $744K
DIS
Walt Disney CO

Communication Services
4.8K
+ 4.08%
$85.6 - $98.61 $411K - $474K
122K $11.8M
FCFS
First Cash Holdings, Inc.

Financial Services
24
+ 0.26%
$102.0 - $120.09 $2.45K - $2.88K
9.42K $1.08M
PJUN
Innovator U.S. Equity Power Bu

ETFs
2.22K
+ 20.03%
$34.72 - $36.88 $77.1K - $81.9K
13.3K $491K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
1.02K
+ 5.36%
$36.53 - $40.04 $37.4K - $41K
20.1K $806K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
438
+ 9.69%
$109.24 - $121.48 $47.8K - $53.2K
4.96K $594K
KHC
Kraft Heinz CO

Consumer Defensive
215
+ 0.7%
$31.86 - $36.13 $6.85K - $7.77K
30.8K $1.08M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
1.76K
+ 14.37%
$40.83 - $43.12 $71.9K - $75.9K
14K $600K
OSTK
Overstock.Com, Inc

Consumer Cyclical
3.67K
+ 33.04%
N/A
14.8K $377K
PRGO
Perrigo CO PLC

Healthcare
3.38K
+ 33.04%
$25.44 - $29.27 $85.9K - $98.8K
13.6K $356K
STN
Stantec Inc

Industrials
1.76K
+ 11.75%
$76.91 - $87.99 $135K - $155K
16.7K $1.34M
CNI
Canadian National Railway CO

Industrials
1.01K
+ 3.99%
$110.1 - $123.65 $111K - $125K
26.3K $3.08M
ET
Energy Transfer LP

Energy
7.44K
+ 4.81%
$15.43 - $16.44 $115K - $122K
162K $2.6M
GRMN
Garmin LTD

Technology
279
+ 8.46%
$161.1 - $183.29 $44.9K - $51.1K
3.58K $629K
NRG
Nrg Energy, Inc.

Utilities
445
+ 11.43%
$68.89 - $91.22 $30.7K - $40.6K
4.34K $395K
ACM
Aecom

Industrials
436
+ 14.37%
$82.37 - $103.25 $35.9K - $45K
3.47K $358K
FDRR
Fidelity Covington Tr Divid Et

ETFs
1.14K
+ 11.57%
$46.51 - $51.5 $52.9K - $58.6K
11K $565K
RRX
Regal Rexnord Corp

Industrials
112
+ 4.74%
$132.18 - $174.25 $14.8K - $19.5K
2.48K $410K
SFNC
Simmons First National Corp

Financial Services
265
+ 1.22%
$17.05 - $22.07 $4.52K - $5.85K
21.9K $471K
STLD
Steel Dynamics Inc

Basic Materials
931
+ 18.1%
N/A
6.07K $595K
BL
Blackline, Inc.

Technology
508
+ 5.54%
$43.75 - $55.15 $22.2K - $28K
9.69K $534K
CTVA
Corteva, Inc.

Basic Materials
142
+ 0.84%
$50.72 - $58.78 $7.2K - $8.35K
17K $999K
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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