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
IXUS
Ishares Tr

ETFs
-929
- 1.68%
$64.9 - $73.35 $60.3K - $68.1K
54.3K $3.94M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-5.21K
- 2.57%
$116.79 - $133.54 $609K - $696K
198K $26.1M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-570
- 1.27%
$70.02 - $76.68 $39.9K - $43.7K
44.4K $3.4M
IDV
Ishares Tr

ETFs
-3.73K
- 2.87%
$27.62 - $30.64 $103K - $114K
126K $3.82M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-325
- 0.58%
$65.06 - $71.72 $21.1K - $23.3K
56K $3.98M
IIPR
Innovative Industrial Properties Inc

Real Estate
-125
- 1.32%
$107.56 - $136.78 $13.4K - $17.1K
9.35K $1.26M
OMFS
Invesco Exchange Traded Self I

ETFs
-1.66K
- 1.85%
$35.01 - $39.74 $57.9K - $65.8K
87.6K $3.46M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-750
- 1.6%
$46.45 - $53.68 $34.8K - $40.3K
46.1K $2.43M
UNP
Union Pacific Corp

Industrials
-2.17K
- 5.67%
$221.78 - $256.09 $481K - $555K
36.1K $8.88M
HEI
Heico Corp

Industrials
-154
- 2.14%
$220.59 - $267.96 $34K - $41.3K
7.04K $1.84M
FLEX
Flex Ltd.

Technology
-381
- 0.59%
$28.1 - $34.0 $10.7K - $13K
64.2K $2.15M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-170
- 1.89%
$107.74 - $140.72 $18.3K - $23.9K
8.8K $1.23M
STBA
S&T Bancorp Inc

Financial Services
-354
- 1.14%
$32.48 - $45.61 $11.5K - $16.1K
30.7K $1.29M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.19K
- 2.02%
$113.45 - $126.18 $135K - $150K
57.5K $7.26M
PWR
Quanta Services, Inc.

Industrials
-1.12K
- 8.26%
$239.58 - $298.23 $268K - $333K
12.4K $3.7M
RIO
Rio Tinto PLC

Basic Materials
-1.71K
- 2.33%
$59.71 - $71.21 $102K - $122K
71.8K $5.11M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-9.16K
- 6.74%
$64.57 - $71.76 $591K - $657K
127K $9.1M
QFIN
360 Digi Tech, Inc.

Financial Services
-5.13K
- 12.25%
$18.93 - $29.81 $97K - $153K
36.7K $1.09M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-38
- 0.23%
$98.71 - $117.61 $3.75K - $4.47K
16.4K $1.93M
JD
Jd.Com, Inc.

Consumer Cyclical
-935
- 4.2%
$24.95 - $40.01 $23.3K - $37.4K
21.3K $853K
VCR
Vanguard Consumer Discretionar

ETFs
-875
- 4.18%
$291.88 - $341.94 $255K - $299K
20.1K $6.83M
CVS
Cvs Health Corp

Healthcare
-5.34K
- 3.21%
$55.81 - $63.18 $298K - $338K
161K $10.1M
D
Dominion Energy, Inc

Utilities
-4.98K
- 7.47%
$48.01 - $58.53 $239K - $291K
61.7K $3.56M
IHF
Ishares Tr

ETFs
-619
- 0.86%
$51.37 - $58.67 $31.8K - $36.3K
70.9K $4.05M
CLX
Clorox CO

Consumer Defensive
-589
- 3.88%
$131.73 - $166.97 $77.6K - $98.3K
14.6K $2.38M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-585
- 0.59%
$30.61 - $34.92 $17.9K - $20.4K
98.6K $3.4M
EXLS
Exl Service Holdings, Inc.

Technology
-10
- 0.02%
$31.2 - $38.15 $312 - $382
48.1K $1.83M
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.77K
- 2.02%
$63.46 - $71.43 $112K - $126K
85.5K $6.06M
WDAY
Workday, Inc.

Technology
-65
- 0.39%
$207.75 - $264.68 $13.5K - $17.2K
16.6K $4.06M
FIS
Fidelity National Information Services, Inc.

Technology
-490
- 1.07%
$72.8 - $85.04 $35.7K - $41.7K
45.1K $3.78M
GWW
W.W. Grainger, Inc.

Industrials
-249
- 5.64%
$896.19 - $1044.18 $223K - $260K
4.17K $4.33M
ISCV
Ishares Morningstar Small Cap

ETFs
-131
- 0.21%
$57.26 - $64.12 $7.5K - $8.4K
63.4K $4.03M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-4
- 0.07%
$263.97 - $344.64 $1.06K - $1.38K
5.7K $1.91M
VPU
Vanguard Utilities ETF

ETFs
-760
- 3.81%
$146.64 - $174.54 $111K - $133K
19.2K $3.34M
NSC
Norfolk Southern Corp

Industrials
-659
- 3.82%
$213.75 - $259.69 $141K - $171K
16.6K $4.13M
SRE
Sempra Energy

Utilities
-857
- 1.31%
$74.97 - $84.04 $64.2K - $72K
64.7K $5.41M
ROAD
Construction Partners, Inc.

Industrials
-1.12K
- 3.19%
$53.22 - $76.29 $59.4K - $85.1K
33.8K $2.36M
FTC
First Tr Lge Cap Growth

ETFs
-595
- 1.01%
$115.51 - $131.45 $68.7K - $78.2K
58.6K $7.7M
VAW
Vanguard Materials ETF

ETFs
-47
- 0.19%
$189.89 - $213.71 $8.92K - $10K
25.2K $5.32M
EVRG
Evergy, Inc.

Utilities
-2.67K
- 3.55%
$52.46 - $62.01 $140K - $166K
72.6K $4.5M
COF
Capital One Financial Corp

Financial Services
-569
- 1.05%
$131.42 - $153.05 $74.8K - $87.1K
53.8K $8.05M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-830
- 4.53%
$72.18 - $107.33 $59.9K - $89.1K
17.5K $1.86M
HWKN
Hawkins Inc

Basic Materials
-326
- 2.04%
$87.69 - $127.47 $28.6K - $41.6K
15.6K $1.99M
MELI
Mercadolibre Inc

Consumer Cyclical
-159
- 7.36%
$1591.44 - $2140.1 $253K - $340K
2K $4.1M
GLDM
World Gold Trust

ETFs
-1.51K
- 1.41%
$46.2 - $53.01 $69.8K - $80K
105K $5.49M
ADP
Automatic Data Processing Inc

Industrials
-2.36K
- 7.29%
$233.44 - $279.45 $550K - $659K
30K $8.29M
VEU
Vanguard Ftse All World Ex Us

ETFs
-76
- 0.06%
$56.47 - $63.69 $4.29K - $4.84K
135K $8.5M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-27K
- 8.14%
$95.1 - $106.76 $2.57M - $2.88M
305K $32.5M
ILCV
Ishares Morningstar Value ETF

ETFs
-1.74K
- 1.29%
$75.47 - $82.2 $132K - $143K
133K $10.9M
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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