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
HLNE
Hamilton Lane Inc

Financial Services
353
+ 4.52%
$123.12 - $168.4 $43.5K - $59.4K
8.16K $1.37M
ROST
Ross Stores, Inc.

Consumer Cyclical
2.29K
+ 19.22%
$136.06 - $155.24 $312K - $356K
14.2K $2.14M
RF
Regions Financial Corp

Financial Services
10.5K
+ 21.33%
$19.51 - $23.42 $204K - $245K
59.5K $1.39M
EXPO
Exponent Inc

Industrials
9
+ 0.05%
$93.45 - $115.28 $841 - $1.04K
20K $2.3M
IAU
Ishares Gold Trust

ETFs
1.02K
+ 1.66%
$44.06 - $50.5 $44.8K - $51.3K
62.1K $3.09M
CHK
Chesapeake Energy Corp

Energy
4.84K
+ 99.18%
$70.32 - $83.77 $340K - $405K
9.71K $800K
MRVL
Marvell Technology, Inc.

Technology
3.58K
+ 5.6%
$56.15 - $76.24 $201K - $273K
67.6K $4.87M
VALE
Vale S.A.

Basic Materials
33.1K
+ 135.78%
$9.9 - $11.8 $328K - $391K
57.5K $672K
SUI
Sun Communities Inc

Real Estate
1.12K
+ 6.72%
$117.46 - $147.6 $132K - $166K
17.8K $2.41M
VICI
Vici Properties Inc.

Real Estate
2.43K
+ 3.62%
$27.64 - $34.08 $67.2K - $82.8K
69.5K $2.32M
CBRE
Cbre Group, Inc.

Real Estate
478
+ 5.12%
$85.97 - $124.48 $41.1K - $59.5K
9.82K $1.22M
AVUS
American Centy ETF Tr Avantis

ETFs
64
+ 0.08%
$86.27 - $95.15 $5.52K - $6.09K
77K $7.33M
CGUS
Capital Group Core Equity ETF
7.85K
+ 13.59%
$31.19 - $34.33 $245K - $269K
65.6K $2.25M
FSK
Fs Kkr Capital Corp

Financial Services
19.4K
+ 5.23%
$18.74 - $20.43 $363K - $395K
389K $7.68M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
114
+ 0.19%
$69.7 - $76.81 $7.95K - $8.76K
58.9K $4.51M
PPG
Ppg Industries Inc

Basic Materials
1.97K
+ 10.68%
$118.32 - $134.55 $233K - $265K
20.4K $2.71M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
7.87K
+ 60.46%
$43.5 - $45.75 $342K - $360K
20.9K $955K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.05K
+ 41.81%
$74.85 - $82.2 $303K - $333K
13.7K $1.12M
AZN
Astrazeneca PLC

Healthcare
4.95K
+ 4.83%
$76.67 - $87.62 $379K - $434K
107K $8.37M
AWK
American Water Works Company, Inc.

Utilities
953
+ 6.85%
$127.76 - $149.9 $122K - $143K
14.9K $2.17M
EPAM
Epam Systems, Inc.

Technology
2.04K
+ 47.29%
$185.58 - $185.58 $379K - $379K
6.35K $1.18M
ISCB
International Speedway Corp

ETFs
2.17K
+ 4.47%
$53.31 - $59.12 $116K - $129K
50.8K $2.98M
COP
Conocophillips

Energy
14.7K
+ 11.28%
$102.3 - $116.61 $1.5M - $1.71M
145K $15.2M
ED
Consolidated Edison Inc

Utilities
202
+ 0.88%
$88.42 - $104.97 $17.9K - $21.2K
23.1K $2.41M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
863
+ 7.41%
$460.0 - $505.78 $397K - $436K
12.5K $5.82M
BXP
Boston Properties Inc

Real Estate
2.94K
+ 45.6%
$60.3 - $82.49 $177K - $242K
9.38K $754K
BIBL
Northern Lts Fd Tr Iv

ETFs
4.32K
+ 6.38%
$36.61 - $40.67 $158K - $176K
72K $2.93M
ARKG
Ark Genomic Revolution ETF (De

ETFs
12.6K
+ 81.82%
$22.89 - $27.41 $288K - $345K
28K $716K
FRT
Federal Realty Investment Trust

Real Estate
500
+ 2.35%
$100.42 - $117.38 $50.2K - $58.7K
21.8K $2.51M
FXL
First Tr Exchange Traded Fd Fi

ETFs
2.1K
+ 7.86%
$122.48 - $142.51 $257K - $300K
28.9K $4M
FTHI
First Trust Exchange Traded Fd

ETFs
13.8K
+ 21.34%
$21.47 - $23.16 $296K - $319K
78.4K $1.8M
HYG
Ishares Tr

ETFs
2.13K
+ 3.74%
$76.72 - $80.36 $163K - $171K
59.1K $4.74M
BEPC
Brookfield Renewable Corp

Utilities
6.56K
+ 20.53%
$26.92 - $32.89 $176K - $216K
38.5K $1.26M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.75K
+ 19.29%
$35.57 - $37.86 $276K - $294K
47.9K $1.82M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
12.9K
+ 17.59%
$20.69 - $22.19 $266K - $285K
86K $1.87M
MAIN
Main Street Capital Corp

Financial Services
7.02K
+ 51.35%
$47.05 - $52.25 $330K - $367K
20.7K $1.04M
NWN
Northwest Natural Holding CO

Utilities
3.89K
+ 9.71%
$35.25 - $40.82 $137K - $159K
44K $1.79M
CMS
Cms Energy Corp

Utilities
882
+ 3.47%
$58.7 - $70.62 $51.8K - $62.3K
26.3K $1.86M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.84K
+ 5.64%
$51.29 - $56.57 $146K - $161K
53.2K $3.01M
MGK
Vanguard Mega Cap Growth ETF

ETFs
642
+ 3.62%
$285.48 - $330.24 $183K - $212K
18.4K $5.92M
FCPT
Four Corners Property Trust, Inc.

Real Estate
5.88K
+ 15.97%
$24.44 - $30.62 $144K - $180K
42.7K $1.25M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
16.3K
+ 29.65%
$18.12 - $18.92 $296K - $309K
71.5K $1.34M
IP
International Paper CO

Consumer Cyclical
3.52K
+ 11.78%
$42.55 - $49.98 $150K - $176K
33.4K $1.63M
SKYY
First Trust Cloud Computing Et

ETFs
878
+ 2.35%
$86.45 - $102.48 $75.9K - $90K
38.3K $3.91M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.9K
+ 5.64%
$19.2 - $19.63 $247K - $252K
241K $4.71M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
647
+ 5.15%
$138.85 - $182.81 $89.8K - $118K
13.2K $2.34M
APH
Amphenol Corp

Technology
6.82K
+ 14.31%
$58.39 - $70.41 $398K - $480K
54.4K $3.55M
FNDF
Schwab Fundamental Intl Large

ETFs
5.62K
+ 10.43%
$33.67 - $37.71 $189K - $212K
59.4K $2.22M
HPE
Hewlett Packard Enterprise CO

Technology
17.4K
+ 60.44%
$16.1 - $21.44 $279K - $372K
46.1K $942K
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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