Avantax Advisory Services, Inc.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-06
- Total Holdings
- 2,227
- Total Value
- 16481539079
- Accession Number
- 0001085146-25-002657
- Form Type
- 13F-HR
- CIK
- 0001303042
- Manager Name
- Avantax Advisory Services, Inc.
Data Enrichment
62% identified1,380 identified847 unidentified
Holdings
2,227 positions
Manager:
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Page 19 of 112
46138E339
Shares:
65077(+290.7%)
Value:
$6.0B(+280.5%)
46137V316
Shares:
188040(-6.9%)
Value:
$6.0B(-9.3%)
464287176
Shares:
53537(+8.7%)
Value:
$5.9B(+13.4%)
464286533
Shares:
101523(+17.3%)
Value:
$5.9B(+18.0%)
31609A206
Shares:
200635(+875.9%)
Value:
$5.9B(+789.3%)
35473P801
Shares:
103328(+0.6%)
Value:
$5.8B(-3.2%)
33740F888
Shares:
233140(-16.1%)
Value:
$5.8B(-15.7%)
14020Y102
Shares:
256066(+18.0%)
Value:
$5.7B(+19.3%)
78468R853
Shares:
140670(-0.6%)
Value:
$5.7B(-9.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46138E339)✕ | 65.1K | YoY NEW(+65.1K) | All Managers (Combined) | $6.0M | YoY NEW(+$6.0M) |
42.1K | All Managers (Combined) | $6.0M | |||
Blackstone Inc.(BXcusip09260D107) | 42.8K | All Managers (Combined) | $6.0M | ||
(cusip46137V316)✕ | 188.0K | All Managers (Combined) | $6.0M | ||
41.1K | All Managers (Combined) | $6.0M | |||
54.6K | All Managers (Combined) | $5.9M | |||
(cusip464287176)✕ | 53.5K | All Managers (Combined) | $5.9M | ||
149.9K | All Managers (Combined) | $5.9M | |||
(cusip464286533)✕ | 101.5K | All Managers (Combined) | $5.9M | ||
(cusip31609A206)✕ | 200.6K | YoY NEW(+200.6K) | All Managers (Combined) | $5.9M | YoY NEW(+$5.9M) |
Prologis, Inc.(PLDcusip74340W103) | 52.7K | All Managers (Combined) | $5.9M | ||
21.9K | All Managers (Combined) | $5.9M | |||
11.5K | All Managers (Combined) | $5.9M | |||
39.8K | QoQ -2.40% (-980)YoY -0.92% (-371) | All Managers (Combined) | $5.8M | ||
(cusip35473P801)✕ | 103.3K | QoQ +0.56% (-581)YoY NEW(+103.3K) | All Managers (Combined) | $5.8M | YoY NEW(+$5.8M) |
94.0K | All Managers (Combined) | $5.8M | |||
(cusip33740F888)✕ | 233.1K | All Managers (Combined) | $5.8M | ||
(cusip14020Y102)✕ | 256.1K | All Managers (Combined) | $5.7M | ||
(cusip78468R853)✕ | 140.7K | All Managers (Combined) | $5.7M | ||
93.0K | All Managers (Combined) | $5.7M |