Avantax Advisory Services, Inc. Closed Holding Positions

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FSLY
Fastly, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
6,293
$13.3 - $36.3 $83.7K - $228K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q1 2022 Filed on Apr 27, 2022
9,610
$23.73 - $25.3 $228K - $243K
AMRC
Ameresco, Inc.

Industrials
Q1 2022 Filed on Apr 27, 2022
2,967
$44.15 - $83.41 $131K - $247K
SWAN
Amplify ETF Tr Blackswan Growt
Q1 2022 Filed on Apr 27, 2022
141,906
N/A
Blackrock Tcp Capital Corp
Q1 2022 Filed on Apr 27, 2022
226,000
N/A
AMBA
Ambarella Inc

Technology
Q1 2022 Filed on Apr 27, 2022
989
$82.06 - $216.16 $81.2K - $214K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
Q1 2022 Filed on Apr 27, 2022
12,672
$12.12 - $14.37 $154K - $182K
IDU
Ishares Tr U S Utils ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
4,347
$79.56 - $91.11 $346K - $396K
WERN
Werner Enterprises Inc

Industrials
Q1 2022 Filed on Apr 27, 2022
7,897
$41.0 - $48.4 $324K - $382K
Royal Dutch Shell PLC
Q1 2022 Filed on Apr 27, 2022
99,507
N/A
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q1 2022 Filed on Apr 27, 2022
9,449
$20.63 - $25.93 $195K - $245K
JHEM
John Hancock Exchange Traded

ETFs
Q1 2022 Filed on Apr 27, 2022
6,980
$25.7 - $30.06 $179K - $210K
World Gold Tr
Q1 2022 Filed on Apr 27, 2022
230,046
N/A
Broadcom Inc
Q1 2022 Filed on Apr 27, 2022
156
N/A
HELE
Helen Of Troy LTD

Consumer Defensive
Q1 2022 Filed on Apr 27, 2022
1,059
$195.18 - $245.96 $207K - $260K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q1 2022 Filed on Apr 27, 2022
5,042
$33.58 - $51.3 $169K - $259K
GXO
Gxo Logistics, Inc.

Industrials
Q1 2022 Filed on Apr 27, 2022
3,717
$64.28 - $91.3 $239K - $339K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q1 2022 Filed on Apr 27, 2022
7,364
$50.54 - $58.97 $372K - $434K
Federal Rlty Invt Tr
Q1 2022 Filed on Apr 27, 2022
6,583
N/A
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 27, 2022
5,907
$74.08 - $93.14 $438K - $550K
ASAN
Asana, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
3,102
$32.95 - $74.13 $102K - $230K
NYT
New York Times CO

Communication Services
Q1 2022 Filed on Apr 27, 2022
5,315
$37.59 - $48.2 $200K - $256K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 27, 2022
87,816
$44.64 - $55.71 $3.92M - $4.89M
BATT
Amplify Lithium & Battery Tech

ETFs
Q1 2022 Filed on Apr 27, 2022
11,766
$14.63 - $18.3 $172K - $215K
EGY
Vaalco Energy Inc

Energy
Q1 2022 Filed on Apr 27, 2022
13,000
$3.37 - $7.09 $43.8K - $92.2K
TW
Tradeweb Markets Inc.

Financial Services
Q1 2022 Filed on Apr 27, 2022
2,217
$79.02 - $96.47 $175K - $214K
FRC
First Republic Bank

Financial Services
Q1 2022 Filed on Apr 27, 2022
1,579
$156.48 - $208.09 $247K - $329K
FID
First Tr Exchange Trded Fd Vi

ETFs
Q1 2022 Filed on Apr 27, 2022
11,564
$16.81 - $19.36 $194K - $224K
SSYS
Stratasys Ltd.

Technology
Q1 2022 Filed on Apr 27, 2022
9,699
$21.07 - $27.89 $204K - $271K
FCEL
Fuelcell Energy Inc

Industrials
Q1 2022 Filed on Apr 27, 2022
13,257
$3.56 - $6.94 $47.2K - $92K
Delaware Invts Minn Mun Inco
Q1 2022 Filed on Apr 27, 2022
20,826
N/A
Cimarex Energy CO
Q4 2021 Filed on Jan 24, 2022
8,018
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 24, 2022
16,091
N/A
APPS
Digital Turbine, Inc.

Technology
Q4 2021 Filed on Jan 24, 2022
7,185
$48.85 - $91.4 $351K - $657K
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Jan 24, 2022
1,817
$146.1 - $178.12 $265K - $324K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q4 2021 Filed on Jan 24, 2022
10,616
$17.06 - $22.63 $181K - $240K
FNCB
Fncb Bancorp, Inc.

Financial Services
Q4 2021 Filed on Jan 24, 2022
52,914
$8.33 - $9.25 $441K - $489K
HIE
Miller/Howard High Income Equity Fund

Financial Services
Q4 2021 Filed on Jan 24, 2022
13,735
$9.51 - $10.64 $131K - $146K
SAVA
Cassava Sciences Inc

Healthcare
Q4 2021 Filed on Jan 24, 2022
3,513
$36.77 - $90.91 $129K - $319K
DDD
3 D Systems Corp

Technology
Q4 2021 Filed on Jan 24, 2022
7,580
$20.77 - $33.88 $157K - $257K
NS
Nu Star Energy L.P.

Energy
Q4 2021 Filed on Jan 24, 2022
14,562
$13.8 - $17.27 $201K - $251K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 24, 2022
3,876
N/A
Isis Pharmaceuticals Inc Del
Q4 2021 Filed on Jan 24, 2022
10,000
N/A
ITI
Iteris, Inc.

Technology
Q4 2021 Filed on Jan 24, 2022
24,648
$3.74 - $5.58 $92.2K - $138K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
Q4 2021 Filed on Jan 24, 2022
20,064
$22.25 - $24.72 $446K - $496K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
Q4 2021 Filed on Jan 24, 2022
2,719
N/A
CDNA
Care Dx, Inc.

Healthcare
Q4 2021 Filed on Jan 24, 2022
3,647
$41.2 - $73.6 $150K - $268K
MTNB
Matinas Bio Pharma Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 24, 2022
10,000
$0.92 - $1.22 $9.2K - $12.2K
SVM
Silvercorp Metals Inc

Basic Materials
Q4 2021 Filed on Jan 24, 2022
10,333
$3.47 - $4.68 $35.9K - $48.4K
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