Avantax Advisory Services, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
1,380 identified847 unidentified

Holdings

2,227 positions
Manager:
SEC
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Page 93 of 112
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17480(+30.1%)
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336920103
336920103
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2609(-2.5%)
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22542D225
22542D225
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3541(+21.0%)
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46435G243
46435G243
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Value:
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808524672
SCHY|808524672
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11340(-11.9%)
Value:
$287.8M(-3.3%)
National Storage Affiliates Trust
NSA|637870106
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7291
Value:
$287.3M