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
COST
Costco Wholesale Corp

Consumer Defensive
3.46K
+ 8.89%
$873.59 - $994.69 $3.02M - $3.44M
42.4K $38.8M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
39.3K
+ 7.85%
$72.18 - $81.41 $2.84M - $3.2M
540K $40.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
47K
+ 16.19%
$91.29 - $91.8 $4.29M - $4.31M
337K $30.8M
GLD
Spdr Gold Trust

ETFs
17.7K
+ 17.57%
$236.59 - $257.5 $4.18M - $4.55M
118K $28.6M
MRVL
Marvell Technology, Inc.

Technology
13.9K
+ 20.54%
$70.31 - $124.78 $975K - $1.73M
81.4K $8.99M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.88K
+ 2.17%
$521.84 - $558.82 $2.03M - $2.17M
183K $98.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.18K
+ 0.5%
$216.72 - $244.71 $256K - $289K
239K $56.1M
VPU
Vanguard Utilities ETF

ETFs
24.1K
+ 125.69%
$160.52 - $179.11 $3.87M - $4.32M
43.3K $7.07M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
548K
+ 153.5%
$22.63 - $47.53 $12.4M - $26M
905K $20.5M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
94.7K
+ 359.53%
$36.54 - $37.53 $3.46M - $3.55M
121K $4.45M
CGGR
Capital Group Growth ETF Shs C

ETFs
63.2K
+ 18.87%
$34.49 - $39.24 $2.18M - $2.48M
398K $14.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
44.3K
+ 9.2%
$49.03 - $53.35 $2.17M - $2.36M
526K $27M
FDVV
Fidelity High Dividend ETF

ETFs
65.5K
+ 29.22%
$49.66 - $52.63 $3.25M - $3.45M
290K $14.5M
IWV
Ishares Russell 3000 ETF

ETFs
7.69K
+ 14.72%
$323.08 - $349.08 $2.48M - $2.68M
60K $20M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
28.4K
+ 34.6%
$101.22 - $107.72 $2.88M - $3.06M
111K $11.3M
MA
Mastercard Inc

Financial Services
2.89K
+ 6.97%
$491.3 - $536.15 $1.42M - $1.55M
44.4K $23.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
18.8K
+ 13.62%
$124.26 - $134.12 $2.34M - $2.52M
157K $20.2M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
32K
+ 240.48%
$86.6 - $95.01 $2.77M - $3.04M
45.3K $4.02M
DIS
Walt Disney CO

Communication Services
8.45K
+ 6.9%
$92.39 - $117.6 $781K - $994K
131K $14.6M
BMY
Bristol Myers Squibb CO

Healthcare
33.4K
+ 18.09%
$51.92 - $59.94 $1.74M - $2M
218K $12.3M
PULS
Pgim ETF Tr

ETFs
58.5K
+ 11.25%
$49.51 - $49.79 $2.89M - $2.91M
578K $28.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
15.8K
+ 20.49%
$116.4 - $138.52 $1.84M - $2.19M
92.9K $11.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
9.08K
+ 62.6%
$278.19 - $315.36 $2.53M - $2.86M
23.6K $6.79M
MS
Morgan Stanley

Financial Services
2.26K
+ 2.09%
$104.42 - $134.99 $236K - $305K
110K $13.9M
WFC
Wells Fargo & Company

Financial Services
2.52K
+ 1.43%
$54.98 - $77.35 $139K - $195K
178K $12.5M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
21.6K
+ 785.65%
$119.34 - $127.78 $2.58M - $2.76M
24.4K $2.91M
VIG
Vanguard Dividend Appreciation

ETFs
13.9K
+ 8.21%
N/A
183K $33.3M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
36.9K
+ 18.63%
$42.05 - $48.31 $1.55M - $1.78M
235K $10.9M
GVI
Ishares Tr

ETFs
23.8K
+ 63.39%
$103.89 - $107.05 $2.48M - $2.55M
61.4K $6.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
52.5K
+ 20.85%
$48.48 - $49.47 $2.55M - $2.6M
304K $14.8M
IOO
Ishares Tr Global 100 ETF

ETFs
17.3K
+ 4.89%
$97.46 - $103.45 $1.69M - $1.79M
371K $37.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
78.5K
+ 28.72%
$32.65 - $33.68 $2.56M - $2.64M
352K $11.5M
JPIB
Jpmorgan International Bond Op

ETFs
51.9K
+ 44.03%
$47.26 - $48.47 $2.45M - $2.52M
170K $8.03M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
37.4K
+ 9.81%
$80.93 - $85.66 $3.03M - $3.2M
419K $33.9M
TXN
Texas Instruments Inc

Technology
11.1K
+ 24.95%
N/A
55.3K $10.8M
GS
Goldman Sachs Group Inc

Financial Services
846
+ 4.03%
$486.1 - $608.57 $411K - $515K
21.8K $12.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
33.7K
+ 5.74%
$61.68 - $67.87 $2.08M - $2.29M
621K $38.7M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
84.7K
+ 316.68%
$23.92 - $24.89 $2.03M - $2.11M
111K $2.73M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
20.4K
+ 50.08%
$100.22 - $100.73 $2.05M - $2.06M
61.2K $6.14M
COF
Capital One Financial Corp

Financial Services
2.77K
+ 5.15%
$145.19 - $192.01 $402K - $532K
56.6K $10.1M
AOR
Ishares Tr Core Growth Allocat

ETFs
36.1K
+ 87.59%
$57.32 - $59.66 $2.07M - $2.16M
77.4K $4.44M
PG
Procter & Gamble CO

Consumer Defensive
18.8K
+ 8.57%
$161.05 - $179.7 $3.02M - $3.37M
238K $39.9M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
31.3K
+ 10.74%
$52.0 - $55.66 $1.63M - $1.74M
323K $17.3M
XSMO
Invesco S&P Smallcap Momentum

ETFs
28.2K
+ 230.55%
$65.08 - $73.72 $1.83M - $2.08M
40.4K $2.67M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
92.5K
+ 928.31%
$19.27 - $20.9 $1.78M - $1.93M
103K $2.02M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
63.6K
+ 828.72%
$28.56 - $30.02 $1.82M - $1.91M
71.3K $2.04M
EMR
Emerson Electric CO

Industrials
4.3K
+ 4.9%
$108.13 - $134.33 $465K - $577K
92K $11.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
17.3K
+ 1.74%
$87.25 - $95.52 $1.51M - $1.65M
1.01M $89.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.24K
+ 1.13%
$129.96 - $144.97 $292K - $325K
200K $27.9M
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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