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 46 of 112
92206C599
Shares:
5905(+1.4%)
Value:
$1.5B(-3.6%)
092528108
Shares:
64172(+63.2%)
Value:
$1.5B(+63.3%)
46137V563
Shares:
67497(-39.9%)
Value:
$1.4B(-39.3%)
46432F388
Shares:
13545(+5.9%)
Value:
$1.4B(+7.0%)
09290C509
Shares:
23818(+14.1%)
Value:
$1.4B(+7.9%)
09290C848
Shares:
55504(-49.8%)
Value:
$1.4B(-47.3%)
78468R804
Shares:
8187(-0.2%)
Value:
$1.4B(+5.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
23.9K | All Managers (Combined) | $1.5M | |||
11.8K | All Managers (Combined) | $1.5M | |||
14.5K | QoQ -0.95% (-140)YoY NEW(+14.5K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) | |
15.3K | All Managers (Combined) | $1.5M | |||
(cusip92206C599)✕ | 5.9K | All Managers (Combined) | $1.5M | ||
(cusip092528108)✕ | 64.2K | YoY NEW(+64.2K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
(cusip46137V563)✕ | 67.5K | All Managers (Combined) | $1.4M | ||
27.1K | QoQ -0.14% (-40)YoY -1.05% (-288) | All Managers (Combined) | $1.4M | ||
39.7K | All Managers (Combined) | $1.4M | |||
Docusign, Inc.(DOCUcusip256163106) | 17.8K | All Managers (Combined) | $1.4M | ||
(cusip46432F388)✕ | 13.5K | QoQ +5.91% (+757)YoY +4.16% (+541) | All Managers (Combined) | $1.4M | |
(cusip09290C509)✕ | 23.8K | All Managers (Combined) | $1.4M | ||
Rollins Inc(ROLcusip775711104) | 26.7K | All Managers (Combined) | $1.4M | ||
28.3K | All Managers (Combined) | $1.4M | |||
Datadog, Inc.(DDOGcusip23804L103) | 14.5K | All Managers (Combined) | $1.4M | ||
(cusip09290C848)✕ | 55.5K | YoY NEW(+55.5K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
12.4K | All Managers (Combined) | $1.4M | |||
70.5K | All Managers (Combined) | $1.4M | |||
(cusip78468R804)✕ | 8.2K | All Managers (Combined) | $1.4M | ||
Smith A O Corp(AOScusip831865209) | 21.8K | All Managers (Combined) | $1.4M |