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
CPNG
Coupang, Inc.

Consumer Cyclical
280
+ 1.22%
$19.79 - $24.92 $5.54K - $6.98K
23.3K $572K
JPIE
J P Morgan Exchange Traded Fd
1.73K
+ 16.35%
$45.17 - $46.39 $78.2K - $80.3K
12.3K $571K
PHG
Koninklijke Philips Nv

Healthcare
770
+ 8.97%
$25.08 - $32.73 $19.3K - $25.2K
9.36K $306K
PFGC
Performance Food Group CO

Consumer Defensive
8
+ 0.11%
$61.6 - $78.75 $493 - $630
7.26K $569K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
166
+ 6.65%
$150.01 - $182.29 $24.9K - $30.3K
2.66K $484K
FSLR
First Solar, Inc.

Technology
126
+ 5.23%
$205.36 - $255.78 $25.9K - $32.2K
2.54K $632K
GLOB
Globant S.A.

Technology
114
+ 3.38%
$176.29 - $207.07 $20.1K - $23.6K
3.49K $690K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
2
+ 0.03%
$53.53 - $71.86 $107 - $144
5.97K $419K
BAX
Baxter International Inc

Healthcare
580
+ 4.02%
$32.85 - $40.26 $19.1K - $23.4K
15K $570K
CHH
Choice Hotels International Inc

Consumer Cyclical
472
+ 20.37%
$117.06 - $133.72 $55.3K - $63.1K
2.79K $363K
KIM
Kimco Realty Corp

Real Estate
2.13K
+ 20.97%
$19.24 - $24.06 $41K - $51.3K
12.3K $285K
SMAR
Smartsheet Inc

Technology
628
+ 13.21%
$42.95 - $55.46 $27K - $34.8K
5.38K $297K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
878
+ 12.35%
$63.28 - $70.06 $55.6K - $61.5K
7.99K $559K
USXF
Ishares Esg Advanced Msci Usa

Technology
182
+ 0.59%
$43.59 - $49.35 $7.93K - $8.98K
31K $1.52M
CSWI
Csw Industrials, Inc.

Industrials
15
+ 1.96%
$263.55 - $370.84 $3.95K - $5.56K
780 $286K
PSMT
Pricesmart Inc

Consumer Defensive
472
+ 12.23%
$78.22 - $91.74 $36.9K - $43.3K
4.33K $397K
JKHY
Henry Jack & Associates Inc

Technology
190
+ 3.98%
$160.87 - $177.06 $30.6K - $33.6K
4.96K $875K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
77
+ 0.34%
$46.96 - $52.62 $3.62K - $4.05K
23K $1.2M
RGLD
Royal Gold Inc

Basic Materials
119
+ 2.72%
$125.01 - $146.5 $14.9K - $17.4K
4.49K $629K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
105
+ 1.24%
$102.5 - $112.27 $10.8K - $11.8K
8.58K $962K
VMC
Vulcan Materials CO

Basic Materials
299
+ 5.99%
$231.83 - $274.51 $69.3K - $82.1K
5.29K $1.32M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
61
+ 0.65%
$72.52 - $82.35 $4.42K - $5.02K
9.47K $774K
ROL
Rollins Inc

Consumer Cyclical
873
+ 4.14%
$45.93 - $51.4 $40.1K - $44.9K
22K $1.11M
JXN
Jackson Financial Inc.

Financial Services
136
+ 3.38%
$69.1 - $91.97 $9.4K - $12.5K
4.16K $379K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
355
+ 2.74%
$18.46 - $25.37 $6.55K - $9.01K
13.3K $325K
PFG
Principal Financial Group Inc

Financial Services
343
+ 4.98%
$72.94 - $87.46 $25K - $30K
7.23K $621K
FCOM
Fidelity Covington Tr Msci Com

ETFs
1.2K
+ 24.66%
$49.09 - $55.08 $58.8K - $66K
6.06K $333K
NIO
Nio Inc.

Consumer Cyclical
3.23K
+ 13.92%
$3.67 - $6.68 $11.8K - $21.5K
26.4K $176K
ALB
Albemarle Corp

Basic Materials
908
+ 10.71%
$72.85 - $100.09 $66.1K - $90.9K
9.39K $889K
ENFR
Alerian Energy Infrastructure

ETFs
3
+ 0.01%
$26.22 - $28.65 $78.7 - $85.9
46.3K $1.31M
RDY
Dr Reddys Laboratories LTD

Healthcare
64
+ 0.28%
$75.41 - $84.21 $4.83K - $5.39K
22.7K $1.81M
ITGR
Integer Holdings Corp

Healthcare
269
+ 8.59%
$110.25 - $131.62 $29.7K - $35.4K
3.4K $441K
PIPR
Piper Sandler Companies

Financial Services
44
+ 3.51%
$230.9 - $287.51 $10.2K - $12.7K
1.3K $367K
GM
General Motors CO

Consumer Cyclical
4.1K
+ 6.28%
$39.95 - $49.9 $164K - $204K
69.3K $3.11M
JBHT
Hunt J B Transport Services Inc

Industrials
169
+ 4.25%
$155.54 - $176.97 $26.3K - $29.9K
4.15K $714K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
1.98K
+ 32.58%
$33.02 - $35.03 $65.4K - $69.4K
8.07K $282K
RWK
Invesco Exchange Traded Fd Tr

ETFs
373
+ 7.07%
$107.13 - $116.56 $40K - $43.5K
5.65K $657K
SOUN
Soundhound Ai, Inc.

Technology
14K
+ 80.99%
$3.89 - $6.2 $54.6K - $87K
31.4K $146K
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.02K
+ 3.86%
$35.26 - $36.92 $36K - $37.7K
27.5K $1.01M
GME
Game Stop Corp.

Consumer Cyclical
4.01K
+ 47.89%
$19.5 - $28.54 $78.2K - $114K
12.4K $283K
GWRE
Guidewire Software, Inc.

Technology
9
+ 0.53%
$137.04 - $182.94 $1.23K - $1.65K
1.7K $310K
AVLV
American Centy ETF Tr Avantis
308
+ 1.64%
$60.05 - $65.83 $18.5K - $20.3K
19.1K $1.26M
BCE
Bce Inc

Communication Services
1.3K
+ 10.03%
$31.33 - $36.08 $40.7K - $46.9K
14.3K $495K
IBB
Ishares Biotechnology ETF

ETFs
247
+ 5.24%
$135.09 - $149.47 $33.4K - $36.9K
4.96K $722K
RELX
Relx PLC

Communication Services
345
+ 0.91%
$44.1 - $48.86 $15.2K - $16.9K
38.4K $1.82M
WSBC
Wesbanco Inc

Financial Services
366
+ 1.04%
$27.11 - $34.28 $9.92K - $12.5K
35.5K $1.06M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
300
+ 3.2%
$80.24 - $91.14 $24.1K - $27.3K
9.68K $881K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
719
+ 16.8%
$104.47 - $116.17 $75.1K - $83.5K
5K $539K
ADI
Analog Devices Inc

Technology
132
+ 0.59%
$200.56 - $243.33 $26.5K - $32.1K
22.7K $5.22M
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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