| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 10.8% |
| ISHARES TR | 20 | Q3 2023 | 8.7% |
| ISHARES TR | 20 | Q3 2023 | 5.4% |
| LATTICE STRATEGIES TR | 20 | Q3 2023 | 6.0% |
| ISHARES TR | 20 | Q3 2023 | 7.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 6.6% |
| ISHARES TR | 20 | Q3 2023 | 3.1% |
| JP MORGAN EXCHANGE TRADED FD | 20 | Q3 2023 | 6.5% |
| APPLE INC | 20 | Q3 2023 | 3.5% |
| VANGUARD BD INDEX FDS | 20 | Q3 2023 | 6.0% |
View AVANTAX ADVISORY SERVICES, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-24 |
View AVANTAX ADVISORY SERVICES, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.