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
TECH
Bio Techne Corp

Healthcare
-159
- 1.25%
$70.96 - $82.35 $11.3K - $13.1K
12.6K $1M
IXP
Ishares Global Comm Services E

ETFs
-134
- 0.67%
$83.95 - $94.13 $11.2K - $12.6K
19.9K $1.87M
BLKB
Blackbaud Inc

Technology
-139
- 1.08%
$74.5 - $85.69 $10.4K - $11.9K
12.7K $1.08M
PSR
Invesco Actively

ETFs
-1.67K
- 8.21%
$84.82 - $99.93 $142K - $167K
18.7K $1.84M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-977
- 3.23%
$71.86 - $78.56 $70.2K - $76.8K
29.2K $2.3M
CNX
Cnx Resources Corp

Energy
-725
- 4.89%
$24.01 - $32.57 $17.4K - $23.6K
14.1K $459K
SPXC
Spx Corp

Industrials
-11
- 0.18%
$139.19 - $164.35 $1.53K - $1.81K
5.95K $948K
PRN
Invesco Dwa Industrials Moment

ETFs
-186
- 2.77%
$130.94 - $152.99 $24.4K - $28.5K
6.54K $999K
DD
Du Pont De Nemours, Inc.

Basic Materials
-297
- 1.95%
$77.22 - $89.49 $22.9K - $26.6K
14.9K $1.33M
MPWR
Monolithic Power Systems Inc

Technology
-268
- 7.76%
$757.04 - $947.16 $203K - $254K
3.19K $2.95M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-12.6K
- 5.39%
$37.33 - $40.63 $472K - $514K
222K $9.03M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-721
- 3.55%
$24.73 - $34.02 $17.8K - $24.5K
19.6K $667K
CME
Cme Group Inc.

Financial Services
-1.62K
- 8.16%
$193.43 - $220.62 $313K - $357K
18.2K $4.01M
SYY
Sysco Corp

Consumer Defensive
-1.24K
- 3.8%
$69.16 - $78.98 $85.9K - $98.1K
31.5K $2.46M
NTRA
Natera, Inc.

Healthcare
-296
- 3.52%
$97.75 - $129.67 $28.9K - $38.4K
8.1K $1.03M
POOL
Pool Corp

Industrials
-32
- 1.63%
$296.17 - $376.8 $9.48K - $12.1K
1.93K $727K
SPG
Simon Property Group Inc

Real Estate
-644
- 4.71%
$146.09 - $170.11 $94.1K - $110K
13K $2.2M
CI
Cigna Corp

Healthcare
-161
- 1.4%
$319.12 - $367.1 $51.4K - $59.1K
11.3K $3.93M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-8.28K
- 8.28%
$19.78 - $23.53 $164K - $195K
91.8K $2.13M
PLUS
Eplus Inc

Technology
-1.25K
- 12.17%
$71.76 - $101.07 $89.3K - $126K
8.99K $885K
LMAT
Lemaitre Vascular Inc

Healthcare
-310
- 2.06%
$80.3 - $92.89 $24.9K - $28.8K
14.7K $1.37M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-888
- 3.26%
$106.85 - $117.19 $94.9K - $104K
26.4K $3.09M
FIX
Comfort Systems Usa Inc

Industrials
-94
- 4.85%
$292.14 - $396.82 $27.5K - $37.3K
1.85K $720K
BR
Broadridge Financial Solutions, Inc.

Technology
-358
- 3.07%
$196.56 - $218.55 $70.4K - $78.2K
11.3K $2.43M
FELE
Franklin Electric CO Inc

Industrials
-81
- 0.49%
$93.65 - $106.62 $7.59K - $8.64K
16.5K $1.73M
CPK
Chesapeake Utilities Corp

Utilities
-25
- 0.33%
$106.02 - $124.17 $2.65K - $3.1K
7.58K $941K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-535
- 2.67%
$111.9 - $124.28 $59.9K - $66.5K
19.5K $2.42M
COLD
Americold Realty Trust

Real Estate
-59
- 0.11%
$25.65 - $30.24 $1.51K - $1.78K
51.7K $1.46M
EXAS
Exact Sciences Corp

Healthcare
-520
- 7.62%
$42.43 - $70.83 $22.1K - $36.8K
6.31K $429K
TRNO
Terreno Realty Corp

Real Estate
-51
- 0.27%
$59.43 - $71.02 $3.03K - $3.62K
19K $1.27M
KEY
Keycorp

Financial Services
-2.61K
- 3.5%
$13.95 - $17.34 $36.4K - $45.3K
72K $1.21M
PNW
Pinnacle West Capital Corp

Utilities
-513
- 3.21%
$75.52 - $91.31 $38.7K - $46.8K
15.5K $1.37M
VGT
Vanguard Information Technolog

ETFs
-833
- 1.29%
$514.43 - $606.85 $429K - $506K
63.7K $37.3M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-357
- 2.56%
$108.3 - $128.14 $38.7K - $45.7K
13.6K $1.69M
TRGP
Targa Resources Corp.

Energy
-209
- 2.17%
$127.86 - $156.46 $26.7K - $32.7K
9.42K $1.39M
VIS
Vanguard Industrial ETF

ETFs
-718
- 5.21%
$232.12 - $260.07 $167K - $187K
13.1K $3.4M
TDY
Teledyne Technologies Inc

Technology
-52
- 1.37%
$381.47 - $437.71 $19.8K - $22.8K
3.73K $1.63M
BCPC
Balchem Corp

Basic Materials
-84
- 1.02%
$154.1 - $181.56 $12.9K - $15.3K
8.17K $1.44M
SPGI
S&P Global Inc.

Financial Services
-2.89K
- 12.28%
$446.32 - $527.38 $1.29M - $1.52M
20.6K $10.7M
BX
Blackstone Inc.

Financial Services
-7.04K
- 16.48%
$120.77 - $159.66 $851K - $1.12M
35.7K $5.47M
HCKT
Hackett Group, Inc.

Technology
-1.5K
- 3.18%
$21.18 - $27.28 $31.8K - $41K
45.8K $1.2M
K
Kellogg CO

Consumer Defensive
-1.57K
- 11.75%
$56.19 - $80.81 $88.3K - $127K
11.8K $952K
ESE
Esco Technologies Inc

Technology
-65
- 0.78%
$102.11 - $128.98 $6.64K - $8.38K
8.24K $1.06M
EME
Emcor Group, Inc.

Industrials
-8
- 0.27%
$340.22 - $435.6 $2.72K - $3.48K
2.98K $1.28M
DLR
Digital Realty Trust, Inc.

Real Estate
-269
- 1.11%
$144.47 - $162.98 $38.9K - $43.8K
24.1K $3.9M
TDIV
First Trust Nasdaq Technology

ETFs
-1.75K
- 2.4%
$70.51 - $81.07 $123K - $142K
71.1K $5.71M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-1.13K
- 2.27%
$44.56 - $50.18 $50.1K - $56.5K
48.4K $2.42M
SMG
Scotts Miracle Gro CO

Basic Materials
-404
- 3.7%
$61.06 - $86.7 $24.7K - $35K
10.5K $912K
ITT
Itt Inc.

Industrials
-572
- 4.0%
$125.05 - $150.55 $71.5K - $86.1K
13.7K $2.05M
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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