• avantax welcomes newest members of senior leadership team The Globe and Mail Fri, 02 May 2025 14:20:45 GMT

• Clint Brookshire Promoted to Avantax Community Leader PR Newswire Thu, 01 May 2025 14:03:00 GMT

• avantax advisory services inc. takes $343,000 position in sociedad química y minera de chile s.a. (nyse:sqm) MarketBeat Sat, 29 Mar 2025 04:41:15 GMT

• avantax advisory services inc. acquires new shares in flowserve co. (nyse:fls) MarketBeat Sat, 29 Mar 2025 00:16:33 GMT

• chord energy co. (nasdaq:chrd) shares sold by avantax advisory services inc. MarketBeat Fri, 28 Mar 2025 20:08:24 GMT

• avantax advisory services inc. makes new $320,000 investment in fox co. (nasdaq:foxa) MarketBeat Fri, 28 Mar 2025 17:15:51 GMT

• avantax advisory services inc. invests $282,000 in msa safety incorporated (nyse:msa) MarketBeat Fri, 28 Mar 2025 09:13:29 GMT

• avantax advisory services inc. takes $343,000 position in sociedad química y minera de chile s.a. (nyse:sqm) MarketBeat Fri, 28 Mar 2025 07:00:00 GMT

• avantax advisory services inc. sells 4,574 shares of okta, inc. (nasdaq:okta) MarketBeat Fri, 28 Mar 2025 07:00:00 GMT

• avantax advisory services inc. purchases shares of 3,479 cava group, inc. (nyse:cava) MarketBeat Fri, 28 Mar 2025 07:00:00 GMT

• avantax advisory services inc. buys shares of 4,828 flowserve co. (nyse:fls) MarketBeat Fri, 28 Mar 2025 06:18:37 GMT

• avantax advisory services inc. buys shares of 9,425 sociedad química y minera de chile s.a. (nyse:sqm) MarketBeat Fri, 28 Mar 2025 05:43:19 GMT

• avantax advisory services inc. has $480,000 stake in the toronto-dominion bank (nyse:td) MarketBeat Fri, 28 Mar 2025 05:26:15 GMT

• avantax advisory services inc. invests $483,000 in moderna, inc. (nasdaq:mrna) MarketBeat Fri, 28 Mar 2025 04:07:17 GMT

• humana inc. (nyse:hum) shares sold by avantax advisory services inc. MarketBeat Fri, 28 Mar 2025 02:56:31 GMT

• avantax advisory services inc. cuts position in chord energy co. (nasdaq:chrd) MarketBeat Thu, 27 Mar 2025 20:39:52 GMT

• avantax advisory services inc. invests $343,000 in sociedad química y minera de chile s.a. (nyse:sqm) MarketBeat Thu, 27 Mar 2025 08:03:18 GMT

• avantax advisory services inc. invests $214,000 in stride, inc. (nyse:lrn) MarketBeat Thu, 27 Mar 2025 07:55:38 GMT

• avantax advisory services inc. has $252,000 stock position in alexandria real estate equities, inc. (nyse:are) MarketBeat Thu, 27 Mar 2025 07:55:38 GMT

• avantax advisory services inc. acquires new shares in yum china holdings, inc. (nyse:yumc) MarketBeat Thu, 27 Mar 2025 07:55:35 GMT

• northern trust co. (nasdaq:ntrs) shares sold by avantax advisory services inc. MarketBeat Thu, 27 Mar 2025 07:43:31 GMT

• humana inc. (nyse:hum) shares sold by avantax advisory services inc. MarketBeat Thu, 27 Mar 2025 07:00:00 GMT

• avantax advisory services inc. has $480,000 stake in the toronto-dominion bank (nyse:td) MarketBeat Thu, 27 Mar 2025 07:00:00 GMT

• avantax advisory services inc. invests $483,000 in moderna, inc. (nasdaq:mrna) MarketBeat Thu, 27 Mar 2025 07:00:00 GMT

• avantax advisory services inc. sells 1,433 shares of humana inc. (nyse:hum) MarketBeat Thu, 27 Mar 2025 06:58:32 GMT

• avantax advisory services inc. has $599,000 stock position in papa johns international, inc. (nasdaq:pzza) MarketBeat Thu, 27 Mar 2025 04:12:37 GMT

• avantax advisory services inc. has $501,000 holdings in jack in the box inc. (nasdaq:jack) MarketBeat Thu, 27 Mar 2025 00:48:01 GMT

• avantax advisory services inc. cuts stake in chord energy co. (nasdaq:chrd) MarketBeat Wed, 26 Mar 2025 08:32:37 GMT

• avantax advisory services inc. lowers stock holdings in chord energy co. (nasdaq:chrd) MarketBeat Wed, 26 Mar 2025 08:32:37 GMT

• 10,812 shares in clear secure, inc. (nyse:you) bought by avantax advisory services inc. MarketBeat Wed, 26 Mar 2025 08:11:31 GMT

• 10,812 shares in clear secure, inc. (nyse:you) purchased by avantax advisory services inc. MarketBeat Wed, 26 Mar 2025 08:11:31 GMT

• avantax advisory services inc. buys new shares in onemain holdings, inc. (nyse:omf) MarketBeat Wed, 26 Mar 2025 07:34:03 GMT

• avantax advisory services inc. acquires shares of 6,836 crispr therapeutics ag (nasdaq:crsp) MarketBeat Wed, 26 Mar 2025 07:32:46 GMT

• avantax advisory services inc. purchases new position in crispr therapeutics ag (nasdaq:crsp) MarketBeat Wed, 26 Mar 2025 07:32:46 GMT

• avantax advisory services inc. makes new $272,000 investment in comerica incorporated (nyse:cma) MarketBeat Wed, 26 Mar 2025 07:31:14 GMT

• avantax advisory services inc. makes new $271,000 investment in alliance resource partners, l.p. (nasdaq:arlp) MarketBeat Wed, 26 Mar 2025 07:29:01 GMT

• avantax advisory services inc. takes position in msa safety incorporated (nyse:msa) MarketBeat Wed, 26 Mar 2025 07:29:01 GMT

• avantax advisory services inc. takes $271,000 position in alliance resource partners, l.p. (nasdaq:arlp) MarketBeat Wed, 26 Mar 2025 07:29:01 GMT

• avantax advisory services inc. purchases new stake in msa safety incorporated (nyse:msa) MarketBeat Wed, 26 Mar 2025 07:29:01 GMT

• 4,828 shares in flowserve co. (nyse:fls) bought by avantax advisory services inc. MarketBeat Wed, 26 Mar 2025 07:27:12 GMT

• avantax advisory services inc. has $501,000 holdings in jack in the box inc. (nasdaq:jack) MarketBeat Wed, 26 Mar 2025 07:00:00 GMT

• avantax advisory services inc. has $599,000 stock position in papa johns international, inc. (nasdaq:pzza) MarketBeat Wed, 26 Mar 2025 07:00:00 GMT

• avantax advisory services inc. sells 11,622 shares of rexford industrial realty, inc. (nyse:rexr) MarketBeat Wed, 26 Mar 2025 07:00:00 GMT

• avantax advisory services inc. purchases new shares in matador resources (nyse:mtdr) MarketBeat Wed, 26 Mar 2025 07:00:00 GMT

• keurig dr pepper inc. (nasdaq:kdp) shares sold by avantax advisory services inc. MarketBeat Wed, 26 Mar 2025 07:00:00 GMT

• american states water (nyse:awr) shares purchased by avantax advisory services inc. MarketBeat Wed, 26 Mar 2025 07:00:00 GMT

• avantax advisory services inc. acquires new stake in matador resources (nyse:mtdr) MarketBeat Wed, 26 Mar 2025 02:59:12 GMT

• avantax advisory services inc. invests $635,000 in victory capital holdings, inc. (nasdaq:vctr) MarketBeat Wed, 26 Mar 2025 02:53:43 GMT

• avantax advisory services inc. makes new $709,000 investment in quantum computing inc. (nasdaq:qubt) MarketBeat Wed, 26 Mar 2025 02:00:22 GMT

• fortive co. (nyse:ftv) shares sold by avantax advisory services inc. MarketBeat Wed, 26 Mar 2025 01:36:25 GMT

• jack in the box inc. (nasdaq:jack) shares sold by avantax advisory services inc. MarketBeat Wed, 26 Mar 2025 01:20:07 GMT

• avantax advisory services inc. acquires 11,322 shares of gamestop corp. (nyse:gme) MarketBeat Wed, 26 Mar 2025 01:12:18 GMT

• avantax advisory services inc. cuts stock position in keurig dr pepper inc. (nasdaq:kdp) MarketBeat Tue, 25 Mar 2025 16:30:00 GMT

• avantax advisory services inc. acquires 4,769 shares of american states water (nyse:awr) MarketBeat Tue, 25 Mar 2025 16:26:14 GMT

• avantax advisory services inc. decreases holdings in okta, inc. (nasdaq:okta) MarketBeat Tue, 25 Mar 2025 08:12:42 GMT

• okta, inc. (nasdaq:okta) stock holdings trimmed by avantax advisory services inc. MarketBeat Tue, 25 Mar 2025 08:12:42 GMT

• avantax advisory services inc. acquires 11,322 shares of gamestop corp. (nyse:gme) MarketBeat Tue, 25 Mar 2025 07:00:00 GMT

• avantax advisory services inc. makes new $709,000 investment in quantum computing inc. (nasdaq:qubt) MarketBeat Tue, 25 Mar 2025 07:00:00 GMT

• avantax advisory services inc. invests $679,000 in apple hospitality reit, inc. (nyse:aple) MarketBeat Tue, 25 Mar 2025 07:00:00 GMT

• mizuho financial group, inc. (nyse:mfg) shares acquired by avantax advisory services inc. MarketBeat Tue, 25 Mar 2025 07:00:00 GMT

• avantax advisory services inc. invests $635,000 in victory capital holdings, inc. (nasdaq:vctr) MarketBeat Tue, 25 Mar 2025 07:00:00 GMT

• fortive co. (nyse:ftv) shares sold by avantax advisory services inc. MarketBeat Tue, 25 Mar 2025 07:00:00 GMT

• americold realty trust, inc. (nyse:cold) stake lowered by avantax advisory services inc. MarketBeat Tue, 25 Mar 2025 07:00:00 GMT

• avantax advisory services inc. increases holdings in american states water (nyse:awr) MarketBeat Tue, 25 Mar 2025 07:00:00 GMT

• jack in the box inc. (nasdaq:jack) shares sold by avantax advisory services inc. MarketBeat Tue, 25 Mar 2025 05:55:12 GMT

• avantax advisory services inc. purchases 11,322 shares of gamestop corp. (nyse:gme) MarketBeat Tue, 25 Mar 2025 03:24:25 GMT

• avantax advisory services inc. buys shares of 13,428 helen of troy limited (nasdaq:hele) MarketBeat Tue, 25 Mar 2025 00:12:40 GMT

• avantax advisory services inc. reduces stock position in fortive co. (nyse:ftv) MarketBeat Mon, 24 Mar 2025 19:03:01 GMT

• avantax advisory services inc. acquires 4,769 shares of american states water (nyse:awr) MarketBeat Mon, 24 Mar 2025 18:18:50 GMT

• avantax advisory services inc. lowers stock holdings in americold realty trust, inc. (nyse:cold) MarketBeat Mon, 24 Mar 2025 18:05:07 GMT

• avantax advisory services inc. purchases 6,159 shares of jefferies financial group inc. (nyse:jef) MarketBeat Mon, 24 Mar 2025 10:24:57 GMT

• avantax advisory services inc. acquires 5,897 shares of state street co. (nyse:stt) MarketBeat Mon, 24 Mar 2025 09:06:14 GMT

• qifu technology, inc. (nasdaq:qfin) shares sold by avantax advisory services inc. MarketBeat Mon, 24 Mar 2025 08:38:31 GMT

• avantax advisory services inc. takes position in helen of troy limited (nasdaq:hele) MarketBeat Mon, 24 Mar 2025 08:32:40 GMT

• avantax advisory services inc. invests $774,000 in equity lifestyle properties, inc. (nyse:els) MarketBeat Mon, 24 Mar 2025 08:20:21 GMT

• avantax advisory services inc. invests $483,000 in moderna, inc. (nasdaq:mrna) MarketBeat Mon, 24 Mar 2025 07:44:14 GMT

• humana inc. (nyse:hum) shares sold by avantax advisory services inc. MarketBeat Mon, 24 Mar 2025 07:44:12 GMT

• avantax advisory services inc. has $480,000 stake in the toronto-dominion bank (nyse:td) MarketBeat Mon, 24 Mar 2025 07:38:24 GMT

• penn entertainment, inc. (nasdaq:penn) shares sold by avantax advisory services inc. MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• avantax advisory services inc. decreases stock holdings in main street capital co. (nyse:main) MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• avantax advisory services inc. increases position in us foods holding corp. (nyse:usfd) MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• avantax advisory services inc. buys 7,229 shares of jpmorgan chase & co. (nyse:jpm) MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• avantax advisory services inc. grows position in baker hughes (nasdaq:bkr) MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• first solar, inc. (nasdaq:fslr) shares acquired by avantax advisory services inc. MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• avantax advisory services inc. buys shares of 13,428 helen of troy limited (nasdaq:hele) MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• avantax advisory services inc. buys 3,848 shares of builders firstsource, inc. (nyse:bldr) MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• avantax advisory services inc. takes position in equity lifestyle properties, inc. (nyse:els) MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• avantax advisory services inc. lowers position in perusahaan perseroan (persero) pt telekomunikasi indonesia tbk (nyse:tlk) MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• avantax advisory services inc. has $664,000 stock position in americold realty trust, inc. (nyse:cold) MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• avantax advisory services inc. invests $679,000 in apple hospitality reit, inc. (nyse:aple) MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• avantax advisory services inc. takes position in victory capital holdings, inc. (nasdaq:vctr) MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• fortive co. (nyse:ftv) shares sold by avantax advisory services inc. MarketBeat Mon, 24 Mar 2025 07:00:00 GMT

• avantax advisory services inc. invests $1.15 million in ishares bitcoin trust (nasdaq:ibit) MarketBeat Mon, 24 Mar 2025 06:26:02 GMT

• ingersoll rand inc. (nyse:ir) stock position lifted by avantax advisory services inc. MarketBeat Mon, 24 Mar 2025 06:05:54 GMT

• avantax advisory services inc. reduces holdings in anheuser-busch inbev sa/nv (nyse:bud) MarketBeat Mon, 24 Mar 2025 04:27:03 GMT

• avantax advisory services inc. has $743,000 stock position in gamestop corp. (nyse:gme) MarketBeat Mon, 24 Mar 2025 04:26:23 GMT

• baker hughes (nasdaq:bkr) holdings lifted by avantax advisory services inc. MarketBeat Mon, 24 Mar 2025 04:20:20 GMT

• avantax planning partners inc. increases holdings in jpmorgan chase & co. (nyse:jpm) MarketBeat Mon, 24 Mar 2025 01:12:47 GMT

• avantax advisory services inc. has $920,000 stake in main street capital co. (nyse:main) MarketBeat Sun, 23 Mar 2025 21:54:21 GMT

• avantax advisory services inc. reduces stock position in americold realty trust, inc. (nyse:cold) MarketBeat Sun, 23 Mar 2025 20:57:32 GMT

• avantax advisory services inc. has $76.94 million stake in jpmorgan chase & co. (nyse:jpm) MarketBeat Sun, 23 Mar 2025 17:27:59 GMT

• ingersoll rand inc. (nyse:ir) shares purchased by avantax advisory services inc. MarketBeat Sun, 23 Mar 2025 09:57:15 GMT

• avantax advisory services inc. has $1.32 million stock position in healthpeak properties, inc. (nyse:doc) MarketBeat Sun, 23 Mar 2025 08:46:07 GMT

• avantax advisory services inc. cuts position in papa johns international, inc. (nasdaq:pzza) MarketBeat Sun, 23 Mar 2025 07:36:52 GMT

• avantax advisory services inc. raises stake in american states water (nyse:awr) MarketBeat Sun, 23 Mar 2025 07:36:39 GMT

• avantax advisory services inc. has $501,000 position in jack in the box inc. (nasdaq:jack) MarketBeat Sun, 23 Mar 2025 07:36:08 GMT

• avantax advisory services inc. trims position in keurig dr pepper inc. (nasdaq:kdp) MarketBeat Sun, 23 Mar 2025 07:35:56 GMT

• keurig dr pepper inc. (nasdaq:kdp) shares sold by avantax advisory services inc. MarketBeat Sun, 23 Mar 2025 07:35:56 GMT

• avantax advisory services inc. sells 11,622 shares of rexford industrial realty, inc. (nyse:rexr) MarketBeat Sun, 23 Mar 2025 07:35:56 GMT

• avantax advisory services inc. makes new $709,000 investment in quantum computing inc. (nasdaq:qubt) MarketBeat Sun, 23 Mar 2025 07:00:00 GMT

• avantax advisory services inc. boosts stake in regeneron pharmaceuticals, inc. (nasdaq:regn) MarketBeat Sun, 23 Mar 2025 07:00:00 GMT

• avantax advisory services inc. reduces holdings in anheuser-busch inbev sa/nv (nyse:bud) MarketBeat Sun, 23 Mar 2025 07:00:00 GMT

• avantax advisory services inc. purchases 6,159 shares of jefferies financial group inc. (nyse:jef) MarketBeat Sun, 23 Mar 2025 07:00:00 GMT

• darling ingredients inc. (nyse:dar) shares sold by avantax advisory services inc. MarketBeat Sun, 23 Mar 2025 07:00:00 GMT

• avantax advisory services inc. invests $1.15 million in ishares bitcoin trust (nasdaq:ibit) MarketBeat Sun, 23 Mar 2025 07:00:00 GMT

• avantax planning partners inc. increases holdings in jpmorgan chase & co. (nyse:jpm) MarketBeat Sun, 23 Mar 2025 07:00:00 GMT

• qifu technology, inc. (nasdaq:qfin) shares sold by avantax advisory services inc. MarketBeat Sun, 23 Mar 2025 07:00:00 GMT

• avantax advisory services inc. has $864,000 stock position in penn entertainment, inc. (nasdaq:penn) MarketBeat Sun, 23 Mar 2025 07:00:00 GMT

• avantax advisory services inc. acquires 5,897 shares of state street co. (nyse:stt) MarketBeat Sun, 23 Mar 2025 07:00:00 GMT

• avantax advisory services inc. invests $774,000 in equity lifestyle properties, inc. (nyse:els) MarketBeat Sun, 23 Mar 2025 07:00:00 GMT

• ingersoll rand inc. (nyse:ir) stock position lifted by avantax advisory services inc. MarketBeat Sun, 23 Mar 2025 07:00:00 GMT

• us foods holding corp. (nyse:usfd) shares acquired by avantax advisory services inc. MarketBeat Sun, 23 Mar 2025 07:00:00 GMT

Avantax, Inc.
(NASDAQ:AVTA)

Avantax, Inc. provides technology-enabled financial solutions to consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms in the United States. The company operates through two segments, Wealth Management and Tax Preparation. The Wealth Managemen...

Website: https://www.avantax.com

Founded: 1983

Full Time Employees: 1,100

Sector: Financial Services

Industry: Asset Management

Financial Services

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Avantax, Inc.(NASDAQ:AVTA)

Avantax, Inc.
(NASDAQ:AVTA)