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
URNM
Sprott Fds Tr Uranium Miners E

ETFs
754
+ 5.55%
$40.0 - $52.93 $30.2K - $39.9K
14.3K $577K
BP
Bp PLC

Energy
3.8K
+ 4.37%
$28.16 - $33.14 $107K - $126K
90.7K $2.68M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
987
+ 5.45%
$28.08 - $34.19 $27.7K - $33.7K
19.1K $536K
ROL
Rollins Inc

Consumer Cyclical
1K
+ 4.57%
$46.35 - $51.59 $46.5K - $51.8K
23K $1.06M
FLBR
Franklin Templeton ETF Tr

ETFs
1.2K
+ 7.24%
$14.15 - $18.39 $17K - $22.1K
17.8K $252K
MMM
3 M CO

Industrials
1.89K
+ 4.85%
$124.74 - $137.12 $235K - $258K
40.8K $5.27M
BXP
Boston Properties Inc

Real Estate
68
+ 0.72%
$73.33 - $89.72 $4.99K - $6.1K
9.45K $702K
EXC
Exelon Corp

Utilities
1.94K
+ 4.36%
$36.22 - $40.97 $70.1K - $79.3K
46.3K $1.74M
AVNT
Avient Corp

Basic Materials
1.09K
+ 10.12%
$40.12 - $53.17 $43.5K - $57.7K
11.8K $482K
HRB
H&R Block Inc

Consumer Cyclical
259
+ 3.89%
$52.14 - $63.36 $13.5K - $16.4K
6.91K $365K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
29
+ 0.3%
$42.32 - $55.35 $1.23K - $1.61K
9.69K $414K
EBAY
Ebay Inc

Consumer Cyclical
103
+ 0.51%
$57.51 - $67.17 $5.92K - $6.92K
20.3K $1.26M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
983
+ 8.88%
$26.39 - $35.74 $25.9K - $35.1K
12.1K $323K
PEY
Invesco Exchange Traded Fd Tr

ETFs
632
+ 0.57%
$21.1 - $23.08 $13.3K - $14.6K
112K $2.39M
DNL
Wiswisdomtree Tr

ETFs
7
+ 0.04%
$35.98 - $39.39 $252 - $276
17.9K $644K
TXT
Textron Inc

Industrials
128
+ 2.14%
$75.82 - $90.32 $9.7K - $11.6K
6.1K $466K
EXPI
Exp World Holdings, Inc.

Real Estate
263
+ 1.02%
$11.51 - $14.77 $3.03K - $3.88K
26K $299K
WSO
Watsco Inc

Industrials
39
+ 0.86%
$466.57 - $568.78 $18.2K - $22.2K
4.58K $2.17M
BCPC
Balchem Corp

Basic Materials
248
+ 3.04%
$163.0 - $183.41 $40.4K - $45.5K
8.42K $1.37M
CAG
Conagra Brands Inc.

Consumer Defensive
334
+ 2.13%
$26.48 - $32.72 $8.84K - $10.9K
16K $445K
BIBL
Northern Lts Fd Tr Iv

ETFs
1.58K
+ 2.19%
$38.73 - $42.41 $61.2K - $67K
73.6K $2.86M
SA
Seabridge Gold Inc

Basic Materials
850
+ 6.15%
$11.27 - $20.51 $9.58K - $17.4K
14.7K $167K
SJM
J M Smucker CO

Consumer Defensive
983
+ 6.24%
$106.92 - $121.75 $105K - $120K
16.7K $1.84M
MCD
Mcdonalds Corp

Consumer Cyclical
4.74K
+ 4.81%
$288.47 - $316.54 $1.37M - $1.5M
103K $29.9M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
10.2K
+ 81.18%
$24.31 - $49.53 $249K - $508K
22.9K $557K
AVB
Avalonbay Communities Inc

Real Estate
1
+ 0.01%
$216.28 - $237.81 $216 - $238
13.2K $2.89M
FDL
First Tr Morningstar Dividend

ETFs
4.03K
+ 2.91%
$39.59 - $43.95 $160K - $177K
143K $5.74M
ENPH
Enphase Energy, Inc.

Technology
3.75K
+ 50.21%
$59.52 - $111.18 $223K - $417K
11.2K $771K
FCPT
Four Corners Property Trust, Inc.

Real Estate
736
+ 1.72%
$26.74 - $29.73 $19.7K - $21.9K
43.4K $1.18M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
863
+ 5.29%
$99.04 - $109.59 $85.5K - $94.6K
17.2K $1.71M
SPXC
Spx Corp

Industrials
59
+ 0.99%
$143.2 - $181.56 $8.45K - $10.7K
6.01K $874K
D
Dominion Energy, Inc

Utilities
3.11K
+ 5.05%
$52.63 - $60.92 $164K - $190K
64.8K $3.49M
WELL
Welltower Inc.

Real Estate
42
+ 0.1%
$123.11 - $139.3 $5.17K - $5.85K
40.8K $5.14M
FELE
Franklin Electric CO Inc

Industrials
455
+ 2.75%
$95.71 - $110.4 $43.5K - $50.2K
17K $1.66M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
32
+ 0.29%
$64.62 - $71.43 $2.07K - $2.29K
11K $711K
MNDY
Monday.Com Ltd.

Technology
27
+ 1.34%
$224.69 - $324.31 $6.07K - $8.76K
2.05K $481K
DGS
Wisdomtree Emerging Markets Sm

ETFs
129
+ 0.72%
$48.87 - $53.53 $6.3K - $6.91K
18.1K $887K
HROW
Harrow Health, Inc.

Healthcare
1.27K
+ 11.3%
$33.39 - $57.5 $42.5K - $73.2K
12.5K $420K
ILCV
Ishares Morningstar Value ETF

ETFs
943
+ 0.71%
$80.23 - $85.43 $75.7K - $80.6K
134K $10.9M
STBA
S&T Bancorp Inc

Financial Services
774
+ 2.52%
$37.59 - $44.12 $29.1K - $34.1K
31.4K $1.2M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
127
+ 0.31%
$47.77 - $51.75 $6.07K - $6.57K
41.3K $1.99M
CHE
Chemed Corp

Healthcare
11
+ 0.82%
$517.44 - $613.19 $5.69K - $6.75K
1.35K $717K
FIW
First Trust Water ETF

ETFs
4.9K
+ 6.05%
$102.02 - $110.91 $500K - $544K
86K $8.78M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.84K
+ 5.27%
$20.55 - $23.26 $99.4K - $112K
96.6K $2.04M
IYK
Ishares U.S. Consumer Staples

ETFs
274
+ 1.2%
$65.32 - $70.92 $17.9K - $19.4K
23.1K $1.51M
FEM
First Trust Emerging Markets A

ETFs
2.55K
+ 3.01%
$22.03 - $24.21 $56.1K - $61.7K
87.2K $1.92M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
141
+ 0.32%
$27.8 - $30.33 $3.92K - $4.28K
43.7K $1.22M
BEP
Brookfield Renewable Partners L.P.

Utilities
724
+ 3.09%
$22.59 - $28.9 $16.4K - $20.9K
24.2K $550K
QINT
American Centy ETF Tr Quality

ETFs
11
+ 0.04%
$47.57 - $51.38 $523 - $565
28.7K $1.38M
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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