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 27 of 112
78468R788
Shares:
81386(+228.7%)
Value:
$3.6B(+236.5%)
97717W109
Shares:
46059(+12.3%)
Value:
$3.5B(+13.9%)
46137V233
Shares:
76975(+12.3%)
Value:
$3.5B(+3.4%)
33737A108
Shares:
31292(+28.3%)
Value:
$3.5B(+21.6%)
33738R662
Shares:
95225(+15.1%)
Value:
$3.5B(+24.2%)
97717W604
Shares:
107665(+10.4%)
Value:
$3.4B(+2.7%)
33939L829
Shares:
117626(+0.1%)
Value:
$3.4B(+5.3%)
14019W109
Shares:
139347(-0.3%)
Value:
$3.4B(-1.1%)
464287515
Shares:
38294(+111.4%)
Value:
$3.4B(+87.9%)
464288356
Shares:
60055(+11.7%)
Value:
$3.4B(+9.7%)
72201R866
Shares:
65522(+13.4%)
Value:
$3.4B(+13.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78468R788)✕ | 81.4K | All Managers (Combined) | $3.6M | ||
50.6K | All Managers (Combined) | $3.6M | |||
(cusip97717W109)✕ | 46.1K | All Managers (Combined) | $3.5M | ||
(cusip46137V233)✕ | 77.0K | All Managers (Combined) | $3.5M | ||
(cusip33737A108)✕ | 31.3K | YoY NEW(+31.3K) | All Managers (Combined) | $3.5M | YoY NEW(+$3.5M) |
190.4K | All Managers (Combined) | $3.5M | |||
17.9K | All Managers (Combined) | $3.5M | |||
1.3M | QoQ +0.02% (-365)YoY +0.02% (-365) | All Managers (Combined) | $3.5M | ||
(cusip33738R662)✕ | 95.2K | All Managers (Combined) | $3.5M | ||
Metlife Inc(METcusip59156R108) | 42.9K | All Managers (Combined) | $3.4M | ||
47.3K | YoY NEW(+47.3K) | All Managers (Combined) | $3.4M | YoY NEW(+$3.4M) | |
(cusip97717W604)✕ | 107.7K | All Managers (Combined) | $3.4M | ||
49.1K | QoQ -0.20% (-99)YoY -0.76% (-379) | All Managers (Combined) | $3.4M | ||
(cusip33939L829)✕ | 117.6K | All Managers (Combined) | $3.4M | ||
57.1K | All Managers (Combined) | $3.4M | |||
(cusip14019W109)✕ | 139.3K | All Managers (Combined) | $3.4M | ||
(cusip464287515)✕ | 38.3K | All Managers (Combined) | $3.4M | ||
354.7K | All Managers (Combined) | $3.4M | |||
(cusip464288356)✕ | 60.1K | All Managers (Combined) | $3.4M | ||
(cusip72201R866)✕ | 65.5K | All Managers (Combined) | $3.4M |