Avantax Advisory Services, Inc. Asset Management

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.8 Million 0.08% of portfolio
545,100
Q2 2025 Added 32.27%
$0
$9.1 Million 0.05% of portfolio
438,738
Q2 2025 Added 7.23%
$83.7B
$6.34 Million 0.04% of portfolio
69,590
Q2 2025 Added 2.45%
$26.5B
$6.34 Million 0.04% of portfolio
49,981
Q2 2025 Added 36.38%
$123B
$6.13 Million 0.03% of portfolio
40,993
Q2 2025 Reduced 4.13%
$0
$4.77 Million 0.03% of portfolio
217,211
Q2 2025 Added 16.74%
$0
$3.37 Million 0.02% of portfolio
320,756
Q2 2025 Reduced 9.56%
$0
$3.19 Million 0.02% of portfolio
399,126
Q2 2025 Added 45.93%
$127B
$3.06 Million 0.02% of portfolio
23,000
Q2 2025 Reduced 7.18%
$0
$2.75 Million 0.02% of portfolio
368,498
Q2 2025 Added 45.46%
$0
$2.46 Million 0.01% of portfolio
129,718
Q2 2025 Reduced 45.92%
$55.2B
$1.96 Million 0.01% of portfolio
3,665
Q2 2025 Added 42.11%
$33.2B
$1.73 Million 0.01% of portfolio
9,980
Q2 2025 Added 29.26%
$0
$1.72 Million 0.01% of portfolio
56,980
Q2 2025 Reduced 5.41%
$86.8B
$1.6 Million 0.01% of portfolio
11,284
Q2 2025 Reduced 9.45%
$40.9B
$1.47 Million 0.01% of portfolio
13,779
Q2 2025 Added 17.0%
$0
$1.23 Million 0.01% of portfolio
145,407
Q2 2025 Added 1.28%
$0
$1.19 Million 0.01% of portfolio
157,997
Q2 2025 Added 0.27%
$0
$1.17 Million 0.01% of portfolio
78,710
Q2 2025 Added 2.39%
$5.02B
$1.03 Million 0.01% of portfolio
17,421
Q2 2025 Added 12.02%
$24.3B
$777,000 0.0% of portfolio
8,059
Q2 2025 Added 31.21%
$19.3B
$712,000 0.0% of portfolio
8,965
Q2 2025 Added 10.68%
$0
$681,000 0.0% of portfolio
83,899
Q2 2025 New
$0
$667,000 0.0% of portfolio
86,151
Q2 2025 New
$0
$667,000 0.0% of portfolio
139,136
Q2 2025 Added 42.88%
$3.9B
$638,000 0.0% of portfolio
15,644
Q2 2025 Reduced 4.95%
$0
$582,000 0.0% of portfolio
16,096
Q2 2025 Added 2.73%
$0
$565,000 0.0% of portfolio
46,238
Q2 2025 Added 57.1%
$4.98B
$561,000 0.0% of portfolio
18,255
Q2 2025 Reduced 18.36%
$0
$503,000 0.0% of portfolio
87,519
Q2 2025 Added 10.84%
$0
$479,000 0.0% of portfolio
19,909
Q2 2025 Added 3.15%
$0
$456,000 0.0% of portfolio
40,257
Q2 2025 Added 11.12%
$3.67B
$450,000 0.0% of portfolio
5,983
Q2 2025 Added 2.75%
$0
$437,000 0.0% of portfolio
34,983
Q2 2025 Added 1.69%
$0
$436,000 0.0% of portfolio
16,779
Q2 2025 Reduced 3.27%
$4.97B
$429,000 0.0% of portfolio
6,750
Q2 2025 Reduced 29.92%
$0
$405,000 0.0% of portfolio
75,180
Q2 2025 Added 79.44%
$2.54B
$371,000 0.0% of portfolio
25,340
Q2 2025 Added 9.39%
$0
$366,000 0.0% of portfolio
19,482
Q2 2025 Added 4.61%
$0
$356,000 0.0% of portfolio
32,571
Q2 2025 Reduced 7.69%
$0
$352,000 0.0% of portfolio
58,938
Q2 2025 Added 51.36%
$0
$350,000 0.0% of portfolio
43,649
Q2 2025 Reduced 1.85%
$606M
$342,000 0.0% of portfolio
35,751
Q2 2025 Added 36.73%
$23.4B
$340,000 0.0% of portfolio
6,626
Q2 2025 New
$0
$336,000 0.0% of portfolio
37,957
Q2 2025 Added 67.35%
$0
$319,000 0.0% of portfolio
26,811
Q2 2025 Added 1.33%
$0
$316,000 0.0% of portfolio
36,120
Q2 2025 Added 29.72%
$0
$307,000 0.0% of portfolio
22,147
Q2 2025 Added 18.73%
$0
$305,000 0.0% of portfolio
27,965
Q2 2025 Reduced 3.95%
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