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
BKNG
Booking Holdings Inc.

Consumer Cyclical
89
+ 13.69%
$3305.62 - $4268.05 $294K - $380K
739 $3.11M
VRT
Vertiv Holdings CO

Industrials
6.14K
+ 39.14%
$86.66 - $86.66 $532K - $532K
21.8K $1.89M
FLRN
Spdr Bloomberg Investment Grad

ETFs
17K
+ 65.21%
$30.55 - $30.85 $518K - $523K
43K $1.33M
MINO
Pimco ETF Tr Municipal Income

ETFs
10.7K
+ 28.59%
$45.07 - $46.16 $481K - $492K
48K $2.21M
SAP
Sap Se

Technology
79
+ 0.43%
$197.21 - $231.0 $15.6K - $18.2K
18.3K $4.18M
MET
Metlife Inc

Financial Services
828
+ 2.28%
$67.96 - $82.48 $56.3K - $68.3K
37.1K $3.06M
RFV
Invesco Exchange Traded Fd Tr

ETFs
1.66K
+ 3.55%
$108.97 - $119.83 $181K - $199K
48.3K $5.72M
GOLD
Barrick Gold Corp

Basic Materials
14.5K
+ 21.08%
$16.56 - $21.01 $240K - $305K
83.3K $1.66M
IYW
Ishares Dj Us Tech ETF

ETFs
778
+ 0.22%
$133.16 - $158.73 $104K - $123K
350K $53.1M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
32.8K
+ 51.55%
$15.5 - $16.99 $509K - $558K
96.5K $1.6M
SJM
J M Smucker CO

Consumer Defensive
2.92K
+ 22.73%
$109.12 - $122.4 $318K - $357K
15.7K $1.91M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
6.38K
+ 8.85%
$49.82 - $52.8 $318K - $337K
78.4K $4.12M
OMFL
Invesco Exchange Traded Self I

ETFs
9.25K
+ 51.18%
$47.65 - $52.99 $441K - $490K
27.3K $1.45M
FNF
Fidelity National Financial, Inc.

Financial Services
403
+ 1.08%
$48.08 - $62.04 $19.4K - $25K
37.7K $2.34M
MAS
Masco Corp

Industrials
554
+ 2.13%
$64.7 - $83.94 $35.8K - $46.5K
26.6K $2.23M
IFRA
Ishares Tr

ETFs
3.97K
+ 6.24%
$41.55 - $46.97 $165K - $186K
67.5K $3.17M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
14.3K
+ 46.57%
$29.08 - $31.84 $415K - $455K
44.9K $1.42M
PAYX
Paychex Inc

Industrials
1.04K
+ 4.63%
$116.17 - $135.19 $121K - $140K
23.4K $3.15M
CNC
Centene Corp

Healthcare
5.68K
+ 84.74%
$64.89 - $80.23 $369K - $456K
12.4K $932K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.07K
+ 7.73%
$39.15 - $46.02 $159K - $187K
56.7K $2.59M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.73K
+ 4.5%
$84.81 - $93.54 $231K - $255K
63.4K $5.83M
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.16K
+ 4.07%
$51.58 - $53.79 $266K - $278K
132K $7.07M
KMI
Kinder Morgan, Inc.

Energy
10.8K
+ 9.84%
$19.72 - $22.22 $212K - $239K
120K $2.65M
UTG
Reaves Utility Income Fund

Financial Services
13.1K
+ 179.02%
$27.16 - $32.8 $357K - $431K
20.5K $672K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.38K
+ 1.86%
$31.07 - $39.36 $42.9K - $54.3K
75.6K $2.77M
LHX
L3 Harris Technologies, Inc.

Industrials
1.03K
+ 6.29%
$221.96 - $243.27 $230K - $252K
17.5K $4.15M
ELV
Elevance Health, Inc.

Healthcare
1.58K
+ 9.66%
$500.12 - $562.29 $788K - $886K
17.9K $9.31M
WMB
Williams Companies, Inc.

Energy
3.48K
+ 3.68%
$41.24 - $46.22 $143K - $161K
97.8K $4.47M
PZZA
Papa Johns International Inc

Consumer Cyclical
6.55K
+ 43.59%
$40.26 - $53.87 $264K - $353K
21.6K $1.16M
CEG
Constellation Energy Corp

Utilities
380
+ 6.39%
$167.08 - $262.86 $63.5K - $99.9K
6.32K $1.64M
DGII
Digi International Inc

Technology
9.07K
+ 21.08%
$22.44 - $29.62 $204K - $269K
52.1K $1.43M
EFX
Equifax Inc

Industrials
865
+ 23.8%
$236.42 - $307.13 $205K - $266K
4.5K $1.32M
IGRO
Ishares Tr International Divid

ETFs
3.07K
+ 10.55%
$66.7 - $75.25 $205K - $231K
32.1K $2.4M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.82K
+ 88.89%
$233.4 - $302.36 $424K - $549K
3.86K $1.05M
SNY
Sanofi

Healthcare
2.22K
+ 6.56%
$48.54 - $58.53 $108K - $130K
36.1K $2.08M
LAMR
Lamar Advertising CO

Real Estate
859
+ 3.87%
$110.9 - $135.58 $95.3K - $116K
23K $3.08M
CMF
Ishares California Muni Bond E

ETFs
6.94K
+ 36.51%
$56.65 - $58.17 $393K - $404K
26K $1.51M
AIQ
Global X Funds Global X Artifi

ETFs
7.47K
+ 7.85%
$31.85 - $37.36 $238K - $279K
103K $3.81M
TTD
Trade Desk, Inc.

Technology
1.36K
+ 5.95%
$83.08 - $110.79 $113K - $151K
24.3K $2.66M
ACGL
Arch Capital Group Ltd.

Financial Services
1.8K
+ 8.92%
$94.47 - $114.25 $170K - $205K
21.9K $2.45M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
13.4K
+ 10.78%
$24.39 - $25.28 $327K - $339K
138K $3.46M
ECL
Ecolab Inc.

Basic Materials
1.24K
+ 20.62%
$228.86 - $255.76 $284K - $317K
7.26K $1.85M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.26K
+ 27.36%
$152.9 - $180.39 $346K - $408K
10.5K $1.84M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
11.2K
+ 31.02%
$27.67 - $31.22 $310K - $350K
47.4K $1.46M
PPL
Ppl Corp

Utilities
1.36K
+ 1.98%
$27.36 - $33.08 $37.2K - $45K
69.9K $2.31M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.27K
+ 3.13%
$61.11 - $67.85 $138K - $154K
74.7K $5.07M
WTRG
Essential Utilities, Inc.

Utilities
6.67K
+ 5.22%
$36.74 - $41.49 $245K - $277K
134K $5.18M
AGNC
Agnc Investment Corp.

Real Estate
37.5K
+ 182.68%
$9.48 - $10.66 $356K - $400K
58K $607K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
192
+ 9.67%
$1015.62 - $1159.62 $195K - $223K
2.18K $2.51M
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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