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
RSP
Invesco S&P 500 Equal Weight E

ETFs
-18.2K
- 14.18%
$162.83 - $179.16 $2.96M - $3.26M
110K $19.7M
EW
Edwards Lifesciences Corp

Healthcare
-12.1K
- 58.32%
$59.7 - $93.78 $721K - $1.13M
8.63K $569K
GLW
Corning Inc

Technology
-49.4K
- 32.79%
$37.76 - $46.2 $1.86M - $2.28M
101K $4.57M
EL
Estee Lauder Companies Inc

Consumer Defensive
-11.6K
- 81.22%
$84.18 - $106.5 $978K - $1.24M
2.69K $267K
SHEL
Shell PLC

Energy
-4.89K
- 3.37%
$65.65 - $73.28 $321K - $358K
140K $9.25M
HCA
Hca Healthcare, Inc.

Healthcare
-5.86K
- 41.93%
$315.12 - $406.43 $1.85M - $2.38M
8.11K $3.3M
APO
Apollo Global Management, Inc.

Financial Services
-10.3K
- 54.8%
$99.16 - $125.81 $1.02M - $1.3M
8.51K $1.06M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-24.8K
- 52.6%
$44.46 - $48.11 $1.1M - $1.19M
22.4K $1.08M
SGOL
Abrdn Gold ETF Trust

ETFs
-58.9K
- 44.45%
$22.26 - $25.51 $1.31M - $1.5M
73.7K $1.85M
VDE
Vanguard Energy ETF

ETFs
-6.18K
- 10.1%
$117.44 - $131.06 $726K - $810K
55K $6.73M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-6.4K
- 64.63%
$178.41 - $210.18 $1.14M - $1.34M
3.5K $695K
IXN
Ishares Global Information Tec

ETFs
-11.7K
- 15.34%
$73.0 - $87.81 $857K - $1.03M
64.8K $5.35M
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
-43.2K
- 38.13%
$25.83 - $28.48 $1.12M - $1.23M
70.1K $1.98M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-24.7K
- 52.08%
$39.18 - $42.26 $967K - $1.04M
22.7K $959K
KR
Kroger CO

Consumer Defensive
-22.3K
- 47.15%
$50.43 - $57.3 $1.13M - $1.28M
25K $1.43M
IWN
Ishares Russell2000 Val ETF

ETFs
-8.67K
- 23.74%
$150.05 - $171.34 $1.3M - $1.49M
27.8K $4.65M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-21.1K
- 29.57%
$45.6 - $46.83 $960K - $986K
50.2K $2.35M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-21.6K
- 27.67%
$58.2 - $64.99 $1.26M - $1.4M
56.5K $3.67M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-10.7K
- 25.99%
$103.09 - $113.83 $1.1M - $1.21M
30.4K $3.4M
INFY
Infosys LTD

Technology
-54.7K
- 60.36%
$18.76 - $23.28 $1.03M - $1.27M
35.9K $799K
ROUS
Hartford Multifactor Us Equity

ETFs
-25.4K
- 22.04%
$47.43 - $51.86 $1.21M - $1.32M
89.9K $4.66M
VIG
Vanguard Dividend Appreciation

ETFs
-4.41K
- 2.54%
$182.15 - $182.15 $803K - $803K
169K $30.8M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-21.4K
- 11.4%
$49.07 - $50.44 $1.05M - $1.08M
166K $8.37M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-20K
- 17.0%
$52.1 - $59.66 $1.04M - $1.19M
97.5K $5.77M
FORM
Formfactor Inc

Technology
-8.85K
- 29.22%
$40.9 - $62.22 $362K - $551K
21.4K $985K
KMB
Kimberly Clark Corp

Consumer Defensive
-7.32K
- 15.46%
$135.05 - $148.35 $988K - $1.09M
40K $5.69M
HEFA
Ishares Currency Hedged Msci E

ETFs
-21.9K
- 4.3%
$32.34 - $35.85 $707K - $784K
487K $17.2M
MCK
Mckesson Corp

Healthcare
-730
- 14.32%
$479.06 - $630.38 $350K - $460K
4.37K $2.16M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-5.56K
- 38.39%
$138.82 - $162.76 $772K - $905K
8.92K $1.45M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-31K
- 54.14%
$25.45 - $29.53 $788K - $914K
26.2K $765K
UPS
United Parcel Service Inc

Industrials
-5.16K
- 5.92%
$123.32 - $147.38 $636K - $760K
82K $11.2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-3.89K
- 21.13%
$256.4 - $289.78 $996K - $1.13M
14.5K $4.12M
VONE
Vanguard Russell 1000 ETF

ETFs
-4.26K
- 14.91%
$234.0 - $260.07 $996K - $1.11M
24.3K $6.32M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-63.3K
- 63.58%
$11.52 - $12.52 $729K - $792K
36.2K $447K
HMOP
Hartford Fds Exchange Traded T

ETFs
-19.1K
- 21.54%
$38.61 - $39.46 $739K - $755K
69.7K $2.75M
SCHW
Schwab Charles Corp

Financial Services
-1.75K
- 2.78%
$61.74 - $76.08 $108K - $133K
61K $3.95M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-20.6K
- 58.48%
$28.19 - $31.47 $582K - $650K
14.7K $424K
AJG
Arthur J. Gallagher & Co.

Financial Services
-4.05K
- 18.56%
$259.22 - $299.75 $1.05M - $1.21M
17.8K $5M
XLB
Select Sector Spdr Fd Material

ETFs
-8.22K
- 42.19%
$86.95 - $97.09 $714K - $798K
11.3K $1.08M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-12.9K
- 29.06%
$54.38 - $59.77 $703K - $773K
31.6K $1.87M
WFC
Wells Fargo & Company

Financial Services
-1.67K
- 0.94%
$51.58 - $60.97 $86.2K - $102K
176K $9.93M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.78K
- 11.0%
$283.28 - $314.39 $1.07M - $1.19M
30.6K $9.62M
IYH
Ishares Tr

ETFs
-10.4K
- 37.49%
$60.29 - $66.38 $626K - $689K
17.3K $1.13M
ETN
Eaton Corp PLC

Industrials
-4.29K
- 8.82%
$272.52 - $333.02 $1.17M - $1.43M
44.3K $14.7M
F
Ford Motor CO

Consumer Cyclical
-275
- 0.1%
$9.71 - $14.55 $2.67K - $4K
271K $2.87M
EQNR
Equinor Asa

Energy
-12.6K
- 18.43%
$24.19 - $29.0 $305K - $365K
55.7K $1.41M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-2.16K
- 13.48%
$169.92 - $205.38 $366K - $443K
13.8K $2.65M
FDX
Fedex Corp

Industrials
-338
- 2.25%
$254.64 - $313.52 $86.1K - $106K
14.7K $4.01M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-19K
- 32.35%
$21.02 - $23.78 $400K - $453K
39.8K $887K
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