Avantax Advisory Services, Inc.

Filing Details

13F-HR2025-03-31
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
Manager Name
Avantax Advisory Services, Inc.
Data Enrichment
62% identified
1,380 identified847 unidentified

Holdings

2,227 positions
Manager:
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Page 19 of 112
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101523(+17.3%)
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11478(-17.0%)
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39810(-2.4%)
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35473P801
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103328(+0.6%)
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$5.8B(-3.2%)
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33740F888
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233140(-16.1%)
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14020Y102
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256066(+18.0%)
Value:
$5.7B(+19.3%)
78468R853
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140670(-0.6%)
Value:
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464287564
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93024(+24.7%)
Value:
$5.7B(+27.3%)