Avantax Advisory Services, Inc. Sells in Q3 2024

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADMA
Adma Biologics, Inc.

Healthcare
-7.89K
- 7.43%
$11.21 - $20.03 $88.4K - $158K
98.3K $1.96M
DVY
Ishares Tr

ETFs
-4.73K
- 4.5%
$119.99 - $135.74 $567K - $641K
100K $13.5M
VTR
Ventas, Inc.

Real Estate
-512
- 0.75%
$50.88 - $65.33 $26.1K - $33.4K
68.2K $4.37M
WELL
Welltower Inc.

Real Estate
-599
- 1.45%
$104.0 - $129.74 $62.3K - $77.7K
40.7K $5.21M
V
Visa Inc.

Financial Services
-5.54K
- 2.84%
$253.74 - $291.56 $1.4M - $1.61M
189K $52.1M
SBUX
Starbucks Corp

Consumer Cyclical
-8.55K
- 9.62%
$72.51 - $98.6 $620K - $843K
80.3K $7.83M
DE
Deere & CO

Industrials
-1
- -0.0%
$344.84 - $418.0 $345 - $418
20.9K $8.72M
DHR
Danaher Corp

Healthcare
-515
- 1.37%
$239.25 - $280.76 $123K - $145K
37K $10.3M
IWV
Ishares Russell 3000 ETF

ETFs
-23
- 0.04%
$294.75 - $326.73 $6.78K - $7.51K
52.3K $17.1M
CMCSA
Comcast Corp

Communication Services
-2.1K
- 0.53%
$37.33 - $41.78 $78.4K - $87.7K
395K $16.5M
VHT
Vanguard Health Care ETF

ETFs
-516
- 0.7%
$261.88 - $288.1 $135K - $149K
72.8K $20.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.86K
- 2.93%
$83.76 - $91.82 $574K - $630K
227K $20.7M
ITA
Ishares Tr

ETFs
-1.54K
- 2.0%
$131.58 - $149.64 $203K - $231K
75.7K $11.3M
MMM
3 M CO

Industrials
-1K
- 2.52%
$99.69 - $139.42 $100K - $140K
38.9K $5.32M
VFH
Vanguard Financial ETF

ETFs
-2.34K
- 1.53%
$99.27 - $111.21 $232K - $260K
150K $16.5M
GLD
Spdr Gold Trust

ETFs
-6.68K
- 6.23%
$215.56 - $246.98 $1.44M - $1.65M
101K $24.4M
PM
Philip Morris International Inc.

Consumer Defensive
-3.74K
- 4.01%
$101.25 - $127.45 $379K - $477K
89.5K $10.9M
DUK
Duke Energy Corp

Utilities
-144
- 0.15%
$99.35 - $117.71 $14.3K - $17K
97.7K $11.3M
MGV
Vanguard Mega Cap Value

ETFs
-4.41K
- 2.12%
$118.0 - $128.28 $520K - $565K
204K $26.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
-10.7K
- 1.33%
$84.77 - $97.13 $910K - $1.04M
796K $76.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.6K
- 5.75%
$213.3 - $270.78 $554K - $703K
42.6K $11.5M
SHW
Sherwin Williams CO

Basic Materials
-2.12K
- 7.31%
$294.65 - $384.0 $624K - $814K
26.9K $10.3M
NEE
Nextera Energy Inc

Utilities
-4.09K
- 2.84%
$69.9 - $84.97 $286K - $347K
140K $11.8M
T
At&T Inc.

Communication Services
-38.8K
- 4.13%
$18.21 - $22.28 $707K - $865K
902K $19.9M
IRM
Iron Mountain Inc

Real Estate
-1.41K
- 1.84%
$89.69 - $119.32 $127K - $169K
75.3K $8.95M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-373
- 1.0%
$531.86 - $624.21 $198K - $233K
37.1K $22.9M
PLTR
Palantir Technologies Inc.

Technology
-6.08K
- 2.51%
$24.09 - $37.95 $146K - $231K
236K $8.77M
UNH
Unitedhealth Group Inc

Healthcare
-3.87K
- 5.41%
$488.01 - $604.18 $1.89M - $2.34M
67.6K $39.5M
RTX
Raytheon Technologies Corp

Industrials
-1.9K
- 1.14%
$99.55 - $123.34 $189K - $234K
165K $20M
DSTL
ETF Ser Solution Distillate Us

ETFs
-8.41K
- 1.12%
$50.87 - $56.8 $428K - $477K
741K $42M
IWR
Ishares Russell Mid Cap ETF

ETFs
-35.4K
- 3.44%
$79.92 - $88.19 $2.83M - $3.13M
996K $87.8M
LMT
Lockheed Martin Corp

Industrials
-3.28K
- 5.75%
$460.3 - $584.56 $1.51M - $1.92M
53.8K $31.4M
HD
Home Depot, Inc.

Consumer Cyclical
-736
- 0.75%
$333.64 - $405.2 $246K - $298K
97.9K $39.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.05K
- 2.99%
$405.19 - $478.57 $2.05M - $2.42M
164K $75.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
-226K
- 2.12%
$85.48 - $98.39 $19.3M - $22.2M
10.4M $1.01B
IWM
Ishares Russell 2000 ETF

ETFs
-6.96K
- 0.82%
$200.87 - $224.6 $1.4M - $1.56M
846K $187M
IVV
Ishares Core S&P 500 ETF

ETFs
-13.9K
- 0.78%
$520.18 - $576.82 $7.23M - $8.02M
1.78M $1.03B
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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