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
INTU
Intuit Inc

Technology
1.5K
+ 6.57%
$602.01 - $706.25 $902K - $1.06M
24.3K $15.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
16.3K
+ 12.82%
$53.94 - $58.15 $881K - $950K
144K $8.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
32.4K
+ 24.01%
$57.29 - $63.1 $1.86M - $2.04M
167K $9.61M
AXP
American Express CO

Financial Services
1.56K
+ 6.32%
$267.35 - $305.57 $418K - $478K
26.3K $7.81M
EMLP
First Tr Exchange Traded Iv

ETFs
9.83K
+ 2.71%
$33.69 - $38.24 $331K - $376K
372K $13.3M
GTO
Invesco Actively Managed ETF T

ETFs
25.9K
+ 41.31%
$46.33 - $48.41 $1.2M - $1.25M
88.6K $4.11M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
47K
+ 197.84%
$23.03 - $23.33 $1.08M - $1.1M
70.8K $1.64M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
34.7K
+ 22.38%
$50.06 - $55.0 $1.74M - $1.91M
190K $9.53M
FSK
Fs Kkr Capital Corp

Financial Services
13.7K
+ 3.52%
$19.71 - $22.22 $270K - $304K
403K $8.75M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
24.7K
+ 49.19%
$45.38 - $46.88 $1.12M - $1.16M
74.8K $3.41M
PWR
Quanta Services, Inc.

Industrials
2.59K
+ 20.89%
$296.05 - $346.6 $768K - $899K
15K $4.74M
WDAY
Workday, Inc.

Technology
3.11K
+ 18.72%
$233.85 - $279.91 $726K - $869K
19.7K $5.08M
IBHE
Ishares Ibonds 2025 Term High

ETFs
44.6K
+ 42.22%
$23.08 - $23.28 $1.03M - $1.04M
150K $3.49M
CORP
Pimco Investment Grade Corp Bd

ETFs
12.1K
+ 40.02%
$95.1 - $99.41 $1.15M - $1.2M
42.2K $4.02M
ISCG
Ishares Morningstar Small Cap

ETFs
16.2K
+ 4.28%
$48.22 - $54.03 $781K - $876K
395K $19.5M
KKR
Kkr & Co. Inc.

Financial Services
4.45K
+ 23.19%
$129.87 - $162.87 $578K - $724K
23.6K $3.49M
SQ
Block, Inc.

Technology
5.29K
+ 17.79%
$65.06 - $98.92 $344K - $524K
35.1K $2.98M
CDNS
Cadence Design Systems Inc

Technology
2.28K
+ 22.53%
$249.1 - $324.54 $567K - $738K
12.4K $3.72M
ET
Energy Transfer LP

Energy
20.6K
+ 12.68%
$16.05 - $19.86 $330K - $408K
183K $3.58M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
21.8K
+ 7.65%
$98.47 - $109.35 $2.15M - $2.39M
307K $30.2M
PAVE
Global X Fds Us Infrastructure

ETFs
25.9K
+ 25.01%
$40.41 - $45.95 $1.05M - $1.19M
129K $5.23M
CRWD
Crowd Strike Holdings, Inc.

Technology
612
+ 4.99%
$275.15 - $388.2 $168K - $238K
12.9K $4.4M
TWLO
Twilio Inc

Communication Services
5.3K
+ 58.09%
$63.73 - $114.96 $338K - $610K
14.4K $1.56M
PANW
Palo Alto Networks Inc

Technology
23.2K
+ 113.61%
$181.96 - $405.9 $4.22M - $9.42M
43.6K $7.94M
CGUS
Capital Group Core Equity ETF
26.1K
+ 39.73%
$33.96 - $36.24 $885K - $944K
91.6K $3.2M
VBR
Vanguard Small Cap Value ETF

ETFs
5.7K
+ 8.33%
$197.36 - $217.3 $1.12M - $1.24M
74.1K $14.7M
BROS
Dutch Bros Inc.

Consumer Cyclical
3.13K
+ 8.11%
$30.72 - $55.82 $96.3K - $175K
41.8K $2.19M
BALT
Innovator Etfs Tr
29.8K
+ 402.79%
$30.76 - $31.55 $915K - $939K
37.1K $1.17M
MO
Altria Group, Inc.

Consumer Defensive
11.8K
+ 4.67%
$49.06 - $57.74 $577K - $679K
263K $13.8M
TMUS
T Mobile Us, Inc.

Communication Services
1.86K
+ 5.22%
$206.1 - $246.94 $383K - $459K
37.5K $8.27M
GTLS
Chart Industries Inc

Industrials
3.79K
+ 130.25%
$119.65 - $202.35 $453K - $767K
6.7K $1.28M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
22.9K
+ 6.37%
$29.73 - $30.81 $681K - $706K
383K $11.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.18K
+ 44.84%
$340.59 - $380.5 $742K - $829K
7.04K $2.58M
CB
Chubb LTD

Financial Services
5.71K
+ 9.88%
$271.57 - $301.89 $1.55M - $1.72M
63.5K $17.5M
DDOG
Datadog, Inc.

Technology
4.9K
+ 76.92%
$113.98 - $168.65 $559K - $826K
11.3K $1.61M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.38K
+ 7.5%
$316.94 - $357.88 $437K - $494K
19.8K $6.79M
SECT
Sector 10, Inc.

ETFs
13.6K
+ 11.78%
$53.17 - $57.82 $723K - $787K
129K $7.08M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
5.29K
+ 8.52%
$119.61 - $136.3 $632K - $720K
67.3K $8.32M
AVUV
American Centy ETF Tr Avantis

ETFs
7.74K
+ 4.83%
$94.37 - $106.41 $730K - $823K
168K $16.2M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
36.6K
+ 82.4%
$23.29 - $23.93 $854K - $877K
81.1K $1.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.07K
+ 6.92%
$241.48 - $274.89 $499K - $568K
31.9K $8.1M
EPD
Enterprise Products Partners L.P.

Energy
17.1K
+ 13.16%
$28.66 - $34.43 $490K - $589K
147K $4.61M
ISRG
Intuitive Surgical Inc

Healthcare
257
+ 1.14%
$471.27 - $550.62 $121K - $142K
22.8K $11.9M
BSX
Boston Scientific Corp

Healthcare
7.28K
+ 24.99%
$83.62 - $91.5 $609K - $666K
36.4K $3.25M
ETR
Entergy Corp

Utilities
34.2K
+ 107.0%
$73.19 - $156.4 $2.5M - $5.35M
66.1K $5.01M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.76K
+ 5.76%
$311.11 - $335.64 $548K - $591K
32.3K $10.4M
XYLD
Global X Fds S&P 500 Covered C

ETFs
18.1K
+ 15.83%
$40.86 - $43.42 $739K - $786K
132K $5.55M
C
Citigroup Inc

Financial Services
3.81K
+ 5.74%
$61.31 - $72.5 $234K - $276K
70.2K $4.94M
TFC
Truist Financial Corp

Financial Services
15.8K
+ 11.11%
$41.51 - $48.1 $658K - $762K
158K $6.87M
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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