Avantax Advisory Services, Inc. Reduced Holdings in Q3 2024

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYR
Ishares Tr

ETFs
-2.41K
- 12.68%
$86.93 - $103.61 $209K - $250K
16.6K $1.69M
LIT
Global X Fds Global X Lithium

ETFs
-713
- 6.06%
$35.01 - $43.59 $25K - $31.1K
11.1K $481K
ENPH
Enphase Energy, Inc.

Technology
-741
- 9.02%
$95.77 - $123.65 $71K - $91.6K
7.47K $844K
LFST
Life Stance Health Group, Inc.

Healthcare
-443
- 3.26%
$5.0 - $6.99 $2.22K - $3.1K
13.1K $91K
RDNT
Rad Net, Inc.

Healthcare
-183
- 5.14%
$55.28 - $71.1 $10.1K - $13K
3.38K $234K
IYG
Ishares Tr

ETFs
-243
- 3.3%
$64.2 - $71.76 $15.6K - $17.4K
7.12K $505K
FJP
First Trust Japan Alphadex Fun

ETFs
-860
- 3.28%
$46.62 - $54.91 $40.1K - $47.2K
25.4K $1.38M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-726
- 8.97%
$139.03 - $157.34 $101K - $114K
7.37K $1.16M
UTZ
Utz Brands, Inc.

Consumer Defensive
-299
- 0.97%
$14.46 - $18.6 $4.32K - $5.56K
30.4K $538K
SLV
I Shares Silver Trust

ETFs
-4.59K
- 5.37%
$24.33 - $29.38 $112K - $135K
80.9K $2.3M
FCNCA
First Citizens Bancshares Inc

Financial Services
-2
- 0.99%
$1685.92 - $2128.51 $3.37K - $4.26K
200 $367K
POR
Portland General Electric CO

Utilities
-681
- 5.26%
$42.44 - $49.09 $28.9K - $33.4K
12.3K $587K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-298
- 4.53%
$40.45 - $47.24 $12.1K - $14.1K
6.27K $294K
ADUS
Addus Home Care Corp

Healthcare
-120
- 4.61%
$116.16 - $133.58 $13.9K - $16K
2.49K $330K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.3K
- 2.61%
$44.9 - $47.55 $58.5K - $62K
48.6K $2.3M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-43
- 0.55%
$69.61 - $79.56 $2.99K - $3.42K
7.79K $610K
WDIV
Spdr S&P Global Dividend ETF

ETFs
-678
- 6.84%
$59.25 - $67.03 $40.2K - $45.4K
9.23K $615K
BDX
Becton Dickinson & CO

Healthcare
-269
- 2.11%
$221.47 - $242.41 $59.6K - $65.2K
12.5K $3.01M
FR
First Industrial Realty Trust Inc

Real Estate
-432
- 6.77%
$47.13 - $56.97 $20.4K - $24.6K
5.95K $333K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-178
- 1.88%
$37.61 - $41.72 $6.69K - $7.43K
9.32K $388K
METV
Listed Fds Tr Roundhill Ball M

ETFs
-122
- 0.17%
$11.59 - $13.72 $1.41K - $1.67K
70.3K $948K
HUBB
Hubbell Inc

Industrials
-323
- 11.99%
$355.55 - $428.48 $115K - $138K
2.37K $1.02M
PB
Prosperity Bancshares Inc

Financial Services
-390
- 7.21%
$59.22 - $74.29 $23.1K - $29K
5.02K $361K
BCS
Barclays PLC

Financial Services
-913
- 3.08%
$10.59 - $12.45 $9.67K - $11.4K
28.7K $348K
KFY
Korn Ferry

Industrials
-34
- 0.79%
$64.17 - $75.61 $2.18K - $2.57K
4.28K $322K
ACVF
ETF Opportunities Tr American

ETFs
-178
- 1.05%
$39.3 - $43.65 $7K - $7.77K
16.9K $735K
UBS
Ubs Group Ag

Financial Services
-305
- 0.98%
$27.97 - $31.42 $8.53K - $9.58K
30.7K $948K
CYBR
Cyber Ark Software Ltd.

Technology
-18
- 0.86%
$241.52 - $291.61 $4.35K - $5.25K
2.07K $603K
SKYT
Sky Water Technology, Inc

Technology
-754
- 2.72%
$5.72 - $10.2 $4.31K - $7.69K
26.9K $244K
SXI
Standex International Corp

Industrials
-302
- 7.16%
$155.0 - $188.75 $46.8K - $57K
3.92K $714K
AOS
Smith A O Corp

Industrials
-341
- 4.1%
$76.95 - $91.98 $26.2K - $31.4K
7.97K $715K
INCY
Incyte Corp

Healthcare
-86
- 1.13%
$57.33 - $68.61 $4.93K - $5.9K
7.5K $495K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-33
- 0.37%
$56.38 - $61.35 $1.86K - $2.02K
8.83K $541K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-353
- 2.33%
$67.43 - $74.23 $23.8K - $26.2K
14.8K $1.07M
ENSG
Ensign Group, Inc

Healthcare
-899
- 10.89%
$124.14 - $153.65 $112K - $138K
7.36K $1.06M
MWA
Mueller Water Products, Inc.

Industrials
-2.43K
- 10.11%
$17.56 - $21.7 $42.6K - $52.6K
21.6K $468K
AX
Axos Financial, Inc.

Financial Services
-39
- 0.55%
$56.59 - $77.61 $2.21K - $3.03K
7.07K $444K
CVCO
Cavco Industries Inc.

Consumer Cyclical
-45
- 6.34%
$335.64 - $444.2 $15.1K - $20K
665 $284K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-22
- 0.13%
$69.59 - $79.2 $1.53K - $1.74K
17K $1.31M
EXPI
Exp World Holdings, Inc.

Real Estate
-2.75K
- 9.65%
$10.51 - $14.73 $28.9K - $40.6K
25.8K $362K
ADC
Agree Realty Corp

Real Estate
-730
- 10.09%
$61.47 - $76.71 $44.9K - $56K
6.51K $489K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-872
- 2.71%
$38.51 - $41.69 $33.6K - $36.4K
31.4K $1.31M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-1.23K
- 4.11%
$24.51 - $27.14 $30.1K - $33.3K
28.7K $770K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-713
- 2.34%
$37.37 - $43.48 $26.6K - $31K
29.8K $1.29M
IYF
Ishares Tr

ETFs
-9
- 0.2%
$93.83 - $105.05 $844 - $945
4.57K $475K
BPOP
Popular, Inc.

Financial Services
-223
- 4.06%
$85.64 - $104.28 $19.1K - $23.3K
5.27K $528K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-339
- 2.97%
$28.7 - $35.25 $9.73K - $11.9K
11.1K $381K
KJUL
Innovator U.S. Small Cap Power

Technology
-308
- 0.86%
$27.38 - $29.23 $8.43K - $9K
35.6K $1.04M
SPTN
Spartan Nash CO

Consumer Defensive
-48
- 0.37%
$17.99 - $22.55 $864 - $1.08K
12.9K $290K
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email