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
DORM
Dorman Products, Inc.

Consumer Cyclical
-1.02K
- 13.47%
$87.27 - $117.5 $89.1K - $120K
6.56K $741K
AIN
Albany International Corp

Consumer Cyclical
-266
- 1.63%
$81.29 - $94.16 $21.6K - $25K
16K $1.43M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-188
- 1.52%
$75.47 - $83.18 $14.2K - $15.6K
12.2K $1.01M
INVA
Innoviva, Inc.

Healthcare
-51
- 0.3%
$16.33 - $20.04 $833 - $1.02K
17.1K $330K
PRU
Prudential Financial Inc

Financial Services
-203
- 1.06%
$105.53 - $127.32 $21.4K - $25.8K
19K $2.3M
FYT
First Trust Small Cap

ETFs
-59
- 0.41%
$50.68 - $58.56 $2.99K - $3.46K
14.3K $793K
SCVL
Shoe Carnival Inc

Consumer Cyclical
-1.64K
- 9.23%
$35.77 - $45.82 $58.7K - $75.1K
16.1K $707K
SLF
Sun Life Financial Inc

Financial Services
-1.11K
- 8.4%
$47.07 - $58.09 $52K - $64.2K
12K $698K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-1
- 0.01%
$159.84 - $178.33 $160 - $178
11.3K $1.99M
DOV
Dover Corp

Industrials
-28
- 0.52%
$172.5 - $193.03 $4.83K - $5.4K
5.36K $1.03M
DY
Dycom Industries Inc

Industrials
-244
- 6.55%
$165.44 - $197.22 $40.4K - $48.1K
3.48K $685K
FICO
Fair Isaac Corp

Technology
-377
- 21.74%
$1496.51 - $1947.38 $564K - $734K
1.36K $2.64M
DEO
Diageo PLC

Consumer Defensive
-1.29K
- 7.73%
$120.02 - $140.77 $155K - $182K
15.4K $2.17M
BWXT
Bwx Technologies, Inc.

Industrials
-409
- 5.48%
$92.38 - $108.7 $37.8K - $44.5K
7.06K $767K
ALTL
Pacer Lunt Large Cap Altenator

Technology
-683
- 2.82%
$34.35 - $38.22 $23.5K - $26.1K
23.5K $896K
SQ
Block, Inc.

Technology
-260
- 0.87%
$57.21 - $72.07 $14.9K - $18.7K
29.8K $2M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-140
- 3.69%
$112.12 - $149.09 $15.7K - $20.9K
3.66K $541K
AMD
Advanced Micro Devices Inc

Technology
-754
- 0.75%
$128.67 - $183.96 $97K - $139K
99.8K $16.4M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.73K
- 6.51%
$39.95 - $45.86 $69.2K - $79.4K
24.9K $1.13M
INGR
Ingredion Inc

Consumer Defensive
-73
- 2.17%
$111.98 - $137.59 $8.17K - $10K
3.29K $451K
CBOE
Cboe Global Markets, Inc.

Financial Services
-197
- 6.3%
$168.57 - $213.65 $33.2K - $42.1K
2.93K $598K
DSGX
Descartes Systems Group Inc

Technology
-227
- 1.51%
$93.79 - $104.9 $21.3K - $23.8K
14.8K $1.52M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.23K
- 4.91%
$46.9 - $51.96 $105K - $116K
43.2K $2.22M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-677
- 10.94%
$54.78 - $76.51 $37.1K - $51.8K
5.51K $418K
ARKW
Ark Next Generation Internet E

ETFs
-585
- 3.51%
$68.06 - $85.67 $39.8K - $50.1K
16.1K $1.37M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-10.8K
- 6.5%
$50.02 - $54.5 $540K - $588K
155K $8.45M
AZPN
Aspen Technology, Inc.

Technology
-14
- 0.77%
$172.9 - $239.26 $2.42K - $3.35K
1.81K $432K
CAH
Cardinal Health Inc

Healthcare
-246
- 3.01%
$93.74 - $114.66 $23.1K - $28.2K
7.94K $876K
REG
Regency Centers Corp

Real Estate
-25
- 0.34%
$61.64 - $75.18 $1.54K - $1.88K
7.38K $533K
UNM
Unum Group

Financial Services
-31
- 0.35%
$49.81 - $59.44 $1.54K - $1.84K
8.9K $529K
VXF
Vanguard Extended Market ETF

ETFs
-810
- 4.81%
$163.98 - $182.92 $133K - $148K
16K $2.92M
PRGS
Progress Software Corp

Technology
-46
- 0.77%
$53.37 - $67.37 $2.46K - $3.1K
5.89K $397K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-1.02K
- 4.32%
$50.42 - $61.06 $51.6K - $62.5K
22.6K $1.38M
ROKU
Roku, Inc

Communication Services
-1.44K
- 11.58%
$51.67 - $77.48 $74.2K - $111K
11K $819K
JEF
Jefferies Financial Group Inc.

Financial Services
-326
- 3.95%
$49.97 - $62.49 $16.3K - $20.4K
7.93K $488K
NHI
National Health Investors Inc

Real Estate
-115
- 2.08%
$67.53 - $85.15 $7.77K - $9.79K
5.42K $455K
LNT
Alliant Energy Corp

Utilities
-493
- 4.38%
$50.74 - $60.74 $25K - $29.9K
10.8K $653K
KEYS
Keysight Technologies, Inc.

Technology
-295
- 5.13%
$119.86 - $158.87 $35.4K - $46.9K
5.45K $865K
CTSH
Cognizant Technology Solutions Corp

Technology
-1.04K
- 5.92%
$66.89 - $77.87 $69.4K - $80.8K
16.5K $1.27M
ZWS
Zurn Water Solutions Corp

Industrials
-178
- 1.34%
$28.61 - $35.94 $5.09K - $6.4K
13.1K $472K
IYK
Ishares U.S. Consumer Staples

ETFs
-425
- 1.83%
$65.27 - $72.12 $27.7K - $30.7K
22.8K $1.61M
OMC
Omnicom Group Inc.

Communication Services
-1.49K
- 8.61%
$87.69 - $103.9 $131K - $155K
15.9K $1.64M
SOFI
So Fi Technologies, Inc.

Financial Services
-5.23K
- 5.29%
$6.32 - $8.19 $33.1K - $42.8K
93.7K $736K
EHC
Encompass Health Corp

Healthcare
-272
- 2.69%
$83.97 - $97.17 $22.8K - $26.4K
9.85K $951K
GVI
Ishares Tr

ETFs
-396
- 1.04%
$103.17 - $107.43 $40.9K - $42.5K
37.6K $4.03M
VOX
Vanguard Communication Service

ETFs
-648
- 2.59%
$129.82 - $145.39 $84.1K - $94.2K
24.3K $3.54M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-2.42K
- 4.08%
$21.72 - $25.05 $52.6K - $60.6K
57K $1.4M
AAON
Aaon, Inc.

Industrials
-2.7K
- 14.63%
$83.58 - $107.82 $226K - $291K
15.8K $1.7M
BRO
Brown & Brown, Inc.

Financial Services
-157
- 2.11%
$89.11 - $105.82 $14K - $16.6K
7.3K $756K
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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