Avantax Advisory Services, Inc. Incresed Positions in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFGC
Performance Food Group CO

Consumer Defensive
71
+ 0.98%
$78.03 - $90.57 $5.54K - $6.43K
7.33K $619K
TNL
Travel & Leisure Co.

Consumer Cyclical
236
+ 2.71%
$45.26 - $56.28 $10.7K - $13.3K
8.94K $451K
INCY
Incyte Corp

Healthcare
380
+ 5.07%
$65.08 - $83.38 $24.7K - $31.7K
7.88K $544K
GLDM
World Gold Trust

ETFs
1.24K
+ 1.18%
$50.76 - $55.23 $62.9K - $68.4K
107K $5.54M
PML
Pimco Municipal Income Fund Ii

Financial Services
35.3K
+ 19.31%
$8.02 - $9.52 $283K - $336K
218K $1.76M
BCS
Barclays PLC

Financial Services
1.1K
+ 3.84%
$11.65 - $13.67 $12.8K - $15.1K
29.8K $396K
URA
Global X Uranium ETF

ETFs
3.04K
+ 16.39%
$26.78 - $33.46 $81.5K - $102K
21.6K $578K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.79K
+ 23.26%
$20.28 - $21.2 $56.6K - $59.2K
14.8K $301K
ISCV
Ishares Morningstar Small Cap

ETFs
797
+ 1.26%
$62.21 - $69.5 $49.6K - $55.4K
64.2K $4.07M
IFRA
Ishares Tr

ETFs
2.01K
+ 2.98%
$45.94 - $51.71 $92.3K - $104K
69.5K $3.22M
AVLV
American Centy ETF Tr Avantis
403
+ 2.11%
$65.51 - $71.22 $26.4K - $28.7K
19.5K $1.3M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
2.85K
+ 27.55%
$16.2 - $17.97 $46.2K - $51.2K
13.2K $224K
HBAN
Huntington Bancshares Inc

Financial Services
92
+ 0.33%
$14.18 - $18.2 $1.3K - $1.67K
28.2K $458K
TMFX
Rbb Fd Inc Motley Fool Next In
1.83K
+ 15.77%
$18.38 - $20.95 $33.5K - $38.2K
13.4K $261K
WEC
Wec Energy Group, Inc.

Utilities
1.69K
+ 3.19%
$92.94 - $101.82 $157K - $172K
54.7K $5.15M
CNP
Centerpoint Energy Inc

Utilities
174
+ 1.05%
$28.58 - $32.66 $4.97K - $5.68K
16.8K $532K
BANF
Bancfirst Corp

Financial Services
32
+ 0.98%
$100.43 - $128.91 $3.21K - $4.13K
3.31K $387K
STN
Stantec Inc

Industrials
955
+ 5.72%
$78.45 - $87.5 $74.9K - $83.6K
17.7K $1.39M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
687
+ 7.96%
N/A
9.31K $581K
CTAS
Cintas Corp

Industrials
2.73K
+ 13.83%
$182.7 - $226.47 $498K - $617K
22.4K $4.1M
HNDL
Strategy Shs

ETFs
3.67K
+ 9.51%
$21.25 - $22.4 $78K - $82.2K
42.3K $901K
CQP
Cheniere Energy Partners, L.P.

Energy
162
+ 2.23%
$48.06 - $58.87 $7.79K - $9.54K
7.44K $395K
SNDR
Schneider National, Inc.

Industrials
910
+ 4.87%
$26.97 - $33.61 $24.5K - $30.6K
19.6K $574K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
463
+ 19.2%
$84.34 - $95.14 $39K - $44K
2.88K $250K
AIG
American International Group, Inc.

Financial Services
645
+ 4.45%
$70.0 - $79.22 $45.2K - $51.1K
15.1K $1.1M
JHG
Janus Henderson Group PLC

Financial Services
270
+ 4.44%
$37.65 - $45.66 $10.2K - $12.3K
6.36K $270K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
167
+ 2.93%
$70.54 - $79.61 $11.8K - $13.3K
5.87K $446K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
428
+ 24.17%
$108.6 - $115.42 $46.5K - $49.4K
2.2K $240K
TDG
Trans Digm Group Inc

Industrials
122
+ 16.87%
$1239.0 - $1442.53 $151K - $176K
845 $1.07M
CVCO
Cavco Industries Inc.

Consumer Cyclical
55
+ 8.27%
$409.8 - $533.17 $22.5K - $29.3K
720 $321K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
15.6K
+ 27.24%
$5.84 - $6.96 $91K - $108K
72.8K $429K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
808
+ 7.27%
$41.09 - $45.94 $33.2K - $37.1K
11.9K $501K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
1.53K
+ 5.64%
$10.4 - $12.75 $15.9K - $19.5K
28.6K $335K
FDS
Factset Research Systems Inc

Financial Services
24
+ 2.02%
$449.69 - $495.72 $10.8K - $11.9K
1.21K $583K
MLPA
Global X Mlp ETF

ETFs
529
+ 7.97%
$47.44 - $52.61 $25.1K - $27.8K
7.17K $354K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
729
+ 12.68%
$50.0 - $50.27 $36.5K - $36.6K
6.48K $324K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
575
+ 2.9%
$94.79 - $95.69 $54.5K - $55K
20.4K $1.94M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.95K
+ 20.65%
$32.68 - $36.28 $63.9K - $70.9K
11.4K $373K
KBE
Spdr S&P Bank ETF

ETFs
236
+ 2.77%
$51.33 - $62.76 $12.1K - $14.8K
8.75K $485K
USL
United States 12 Month Oil Fund, LP

ETFs
270
+ 2.39%
$35.56 - $39.89 $9.6K - $10.8K
11.6K $440K
EVR
Evercore Inc.

Financial Services
52
+ 6.39%
$247.66 - $315.67 $12.9K - $16.4K
866 $240K
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.3K
+ 3.58%
$45.72 - $48.2 $59.3K - $62.5K
37.5K $1.72M
NOG
Northern Oil & Gas, Inc.

Energy
298
+ 2.33%
$35.57 - $43.49 $10.6K - $13K
13.1K $487K
NRG
Nrg Energy, Inc.

Utilities
411
+ 9.47%
$85.3 - $101.61 $35.1K - $41.8K
4.75K $428K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
10.3K
+ 10.8%
$79.93 - $88.06 $826K - $910K
106K $8.49M
MCO
Moodys Corp

Financial Services
76
+ 2.49%
$454.04 - $500.88 $34.5K - $38.1K
3.13K $1.48M
PSMT
Pricesmart Inc

Consumer Defensive
326
+ 7.53%
$83.08 - $96.92 $27.1K - $31.6K
4.66K $429K
AMH
American Homes 4 Rent

Real Estate
1.69K
+ 5.14%
$35.02 - $39.25 $59.2K - $66.4K
34.6K $1.29M
WTRG
Essential Utilities, Inc.

Utilities
9.12K
+ 6.79%
$36.18 - $40.55 $330K - $370K
143K $5.21M
Activity Summary
Buys All Purchases 1350 New Holdings 188 Increased Positions 1162 Sells All Sells 792 Reductions 792 Sold out 0 Options Calls 0 Puts 0
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