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
ESI
Element Solutions Inc

Basic Materials
-214
- 1.93%
$24.24 - $28.58 $5.19K - $6.12K
10.9K $295K
FDHY
Fidelity Covington Trust High

ETFs
-248
- 4.76%
$47.71 - $49.43 $11.8K - $12.3K
4.96K $244K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-488
- 11.05%
$54.75 - $61.2 $26.7K - $29.9K
3.93K $240K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-191
- 1.59%
$23.88 - $24.01 $4.56K - $4.59K
11.8K $284K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-320
- 3.98%
$36.29 - $38.05 $11.6K - $12.2K
7.73K $294K
ITB
Ishares Tr

ETFs
-486
- 21.89%
$97.52 - $128.64 $47.4K - $62.5K
1.73K $220K
VVR
Invesco Senior Income Trust

Financial Services
-190
- 1.67%
$4.02 - $4.41 $764 - $838
11.2K $45K
BLDR
Builders First Source, Inc.

Industrials
-659
- 29.43%
$132.6 - $201.83 $87.4K - $133K
1.58K $306K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-206
- 1.61%
$7.12 - $7.12 $1.47K - $1.47K
12.6K $89K
WSR
Whitestone Reit

Real Estate
-528
- 3.04%
$12.84 - $14.31 $6.78K - $7.56K
16.8K $227K
YMAR
First Tr Ex Tr Viii Cboe Vest
-886
- 4.84%
$22.76 - $24.37 $20.2K - $21.6K
17.4K $422K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-25
- 0.09%
$9.97 - $11.33 $249 - $283
27.1K $299K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-2.13K
- 6.97%
$3.99 - $4.33 $8.5K - $9.23K
28.5K $121K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
-375
- 2.34%
$14.71 - $16.26 $5.52K - $6.1K
15.7K $239K
LSTR
Landstar System Inc

Industrials
-70
- 2.72%
$173.24 - $193.87 $12.1K - $13.6K
2.51K $473K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-1.28K
- 6.48%
$14.7 - $15.89 $18.8K - $20.3K
18.4K $288K
TNL
Travel & Leisure Co.

Consumer Cyclical
-264
- 2.94%
$40.55 - $49.87 $10.7K - $13.2K
8.71K $401K
PATH
Ui Path, Inc.

Technology
-216
- 1.37%
$10.75 - $13.24 $2.32K - $2.86K
15.6K $199K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
-1.76K
- 8.65%
$0.5 - $0.79 $879 - $1.39K
18.6K $11K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
-40
- 0.4%
$8.13 - $9.5 $325 - $380
10K $85K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-24.1K
- 11.98%
N/A
177K $0
First Tr Exchng Traded Fd Vi
-3.46K
- 22.8%
N/A
11.7K $0
Rbb Fd Inc
-12.3K
- 53.13%
N/A
10.8K $0
First Tr Exchng Traded Fd Vi
-15.1K
- 68.98%
N/A
6.8K $0
RS
Reliance Steel & Aluminum CO

Basic Materials
-13
- 1.09%
$271.23 - $308.75 $3.53K - $4.01K
1.18K $340K
LCTD
Blackrock ETF World Ex Us Carb
-323
- 4.94%
N/A
6.22K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
-11.7K
- 43.26%
N/A
15.3K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-4.41K
- 42.92%
N/A
5.87K $0
Atlassian Corporation
-12.5K
- 80.94%
N/A
2.94K $0
First Tr Exchng Traded Fd Vi
-2.64K
- 12.25%
N/A
18.9K $0
Healthcare Rlty Tr
-16.4K
- 34.12%
N/A
31.6K $0
Lithium Amers Corp New
-1.05K
- 5.35%
N/A
18.5K $0
FUBO
Fubo Tv Inc.

Communication Services
-2.81K
- 15.19%
$1.16 - $2.07 $3.26K - $5.82K
15.7K $22K
Ab Active Etfs Inc
-1.26K
- 1.27%
N/A
98.6K $0
First Tr Exchng Traded Fd Vi
-5.72K
- 27.82%
N/A
14.8K $0
Gsk PLC
-21.7K
- 18.15%
N/A
98K $0
Advisor Managed Portfolios
-1.19K
- 1.72%
N/A
68K $0
Linde PLC
-3.34K
- 9.74%
N/A
30.9K $0
FJAN
First Exc Trd Viii Cboe Vest U
-11.2K
- 53.37%
N/A
9.82K $0
Aim ETF Products Trust
-483
- 4.2%
N/A
11K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
-4.92K
- 7.62%
N/A
59.7K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-11.8K
- 22.27%
N/A
41.1K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-14.8K
- 50.96%
N/A
14.2K $0
First Tr Exchng Traded Fd Vi
-1.79K
- 16.92%
N/A
8.79K $0
Tko Group Holdings Inc
-26
- 0.65%
N/A
3.97K $0
First Tr Exchng Traded Fd Vi
-2.74K
- 30.87%
N/A
6.14K $0
GCT
Giga Cloud Technology Inc.

Technology
-14.7K
- 53.57%
N/A
12.8K $0
Thomson Reuters Corp.
-3.04K
- 37.46%
N/A
5.08K $0
Simplify Exchange Traded Fun
-4.46K
- 20.7%
N/A
17.1K $0
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