Avantax Advisory Services, Inc. Portfolio Holdings
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
Avantax Advisory Services, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $14.9 Billion distributed in 2119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $1.03B, Vanguard Russell 1000 Growth E with a value of $1.01B, Ishares Core U.S. Aggregate Bo with a value of $884M, Schwab Strategic Tr Us Dividen with a value of $719M, and Vanguard Value ETF with a value of $508M.
Examining the 13F form we can see an increase of $1.15B in the current position value, from $13.8B to 14.9B.
Below you can find more details about Avantax Advisory Services, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 2,119
- Current Value $14.9 Billion
- Prior Value $13.8 Billion
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 153 stocks
- Additional Purchases 1,139 stocks
- Sold out of 0 stocks
- Reduced holdings in 788 stocks