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
XPO
Xpo Logistics, Inc.

Industrials
512
+ 16.64%
$101.15 - $125.11 $51.8K - $64.1K
3.59K $385K
CCL
Carnival Corp

Consumer Cyclical
3.65K
+ 8.81%
$14.01 - $19.18 $51.1K - $70K
45K $832K
FLBR
Franklin Templeton ETF Tr

ETFs
1.92K
+ 13.05%
$16.28 - $18.75 $31.3K - $36K
16.6K $302K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
458
+ 8.6%
$79.58 - $91.64 $36.4K - $42K
5.78K $523K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
382
+ 7.95%
$75.63 - $84.89 $28.9K - $32.4K
5.19K $436K
LECO
Lincoln Electric Holdings Inc

Industrials
221
+ 4.71%
$173.3 - $211.48 $38.3K - $46.7K
4.91K $942K
SEE
Sealed Air Corp

Consumer Cyclical
891
+ 5.18%
$32.27 - $38.05 $28.8K - $33.9K
18.1K $656K
BANF
Bancfirst Corp

Financial Services
2
+ 0.06%
$85.41 - $110.34 $171 - $221
3.28K $344K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
2
+ 0.03%
$27.14 - $35.2 $54.3 - $70.4
7.49K $262K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
143
+ 0.93%
$25.27 - $30.5 $3.61K - $4.36K
15.6K $460K
LKFN
Lakeland Financial Corp

Financial Services
496
+ 7.2%
$57.94 - $71.18 $28.7K - $35.3K
7.38K $480K
POWI
Power Integrations Inc

Technology
1.4K
+ 26.14%
$57.86 - $78.46 $81.1K - $110K
6.76K $433K
GMED
Globus Medical Inc

Healthcare
13
+ 0.07%
$67.08 - $73.92 $872 - $961
17.9K $1.28M
CSGS
Csg Systems International Inc

Technology
54
+ 0.77%
$40.08 - $48.65 $2.16K - $2.63K
7.1K $345K
PFFA
Etfis Ser Tr I

ETFs
1.65K
+ 17.27%
$20.94 - $22.98 $34.5K - $37.9K
11.2K $255K
PKW
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.12%
$102.34 - $114.52 $614 - $687
5.15K $589K
MDU
Mdu Resources Group Inc

Industrials
630
+ 3.92%
$24.1 - $27.68 $15.2K - $17.4K
16.7K $458K
MGM
Mgm Resorts International

Consumer Cyclical
2.32K
+ 34.49%
$34.07 - $46.78 $79K - $108K
9.04K $353K
ROK
Rockwell Automation, Inc

Industrials
307
+ 7.41%
$248.27 - $294.37 $76.2K - $90.4K
4.45K $1.19M
SCS
Steelcase Inc

Industrials
582
+ 0.66%
$12.27 - $14.49 $7.14K - $8.43K
89.3K $1.2M
CBU
Community Bank System, Inc.

Financial Services
8
+ 0.16%
$45.86 - $62.82 $367 - $503
4.93K $286K
FTF
Franklin LTD Duration Income Trust

Financial Services
7.16K
+ 38.41%
$6.36 - $6.78 $45.5K - $48.5K
25.8K $172K
IBP
Installed Building Products, Inc.

Consumer Cyclical
5
+ 0.39%
$198.8 - $270.35 $994 - $1.35K
1.3K $319K
NOK
Nokia Corp

Technology
10.2K
+ 73.22%
$3.62 - $4.48 $37K - $45.8K
24.2K $106K
TPIF
Timothy Plan Intl ETF (De)

ETFs
696
+ 4.79%
$25.86 - $29.09 $18K - $20.2K
15.2K $439K
AMG
Affiliated Managers Group, Inc.

Financial Services
111
+ 7.43%
$154.72 - $185.62 $17.2K - $20.6K
1.61K $285K
WRB
Berkley W R Corp

Financial Services
5.66K
+ 45.9%
$51.54 - $79.62 $292K - $451K
18K $1.02M
PSCT
Invesco S&P Smallcap Informati

ETFs
384
+ 1.35%
$43.19 - $51.31 $16.6K - $19.7K
28.9K $1.38M
RPV
Invesco Exchange Traded Fd Tr

ETFs
37
+ 0.42%
$82.04 - $89.49 $3.04K - $3.31K
8.91K $792K
ST
Sensata Technologies Holding PLC

Technology
2.22K
+ 12.56%
$34.15 - $42.3 $75.7K - $93.8K
19.9K $712K
VMI
Valmont Industries Inc

Industrials
94
+ 5.85%
$260.22 - $302.59 $24.5K - $28.4K
1.7K $493K
DGS
Wisdomtree Emerging Markets Sm

ETFs
214
+ 1.2%
$48.46 - $54.37 $10.4K - $11.6K
18K $967K
WYNN
Wynn Resorts LTD

Consumer Cyclical
98
+ 1.46%
$73.55 - $97.62 $7.21K - $9.57K
6.79K $650K
DKNG
Draft Kings Inc.

Consumer Cyclical
777
+ 3.88%
$29.85 - $41.1 $23.2K - $31.9K
20.8K $814K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
719
+ 6.28%
$20.08 - $23.22 $14.4K - $16.7K
12.2K $282K
IDCC
Inter Digital, Inc.

Communication Services
11
+ 0.56%
$116.28 - $141.69 $1.28K - $1.56K
1.97K $279K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
3.75K
+ 32.87%
$7.28 - $11.9 $27.3K - $44.6K
15.2K $142K
MDB
Mongo Db, Inc.

Technology
124
+ 13.93%
$221.5 - $296.69 $27.5K - $36.8K
1.01K $273K
HNDL
Strategy Shs

ETFs
309
+ 0.81%
$20.96 - $22.29 $6.48K - $6.89K
38.6K $859K
TPHD
Timothy Plan High Divid Stk Et

ETFs
892
+ 14.47%
$34.67 - $37.7 $30.9K - $33.6K
7.06K $266K
WEX
Wex Inc.

Technology
14
+ 0.95%
$168.01 - $209.77 $2.35K - $2.94K
1.49K $312K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.3K
+ 15.87%
$31.97 - $37.3 $41.4K - $48.3K
9.46K $338K
NEOG
Neogen Corp

Healthcare
1.17K
+ 4.57%
$14.73 - $17.71 $17.2K - $20.7K
26.8K $450K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
125
+ 1.34%
$56.83 - $62.44 $7.1K - $7.81K
9.43K $587K
PHK
Pimco High Income Fund

Financial Services
8.35K
+ 19.78%
$4.76 - $5.0 $39.7K - $41.7K
50.5K $252K
FTGC
First Trust Global Tactical CO

ETFs
2.75K
+ 3.82%
$22.3 - $24.39 $61.4K - $67.2K
74.8K $1.77M
AOM
Ishares Tr Core Moderate Alloc

ETFs
70
+ 0.32%
$42.66 - $45.18 $2.99K - $3.16K
21.8K $985K
ERIC
Ericsson Lm Telephone CO

Technology
4.27K
+ 35.75%
$6.19 - $7.77 $26.4K - $33.2K
16.2K $122K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.3K
+ 108.4%
$128.47 - $280.94 $167K - $366K
2.51K $388K
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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