Avantax Planning Partners, Inc. Purchases in Q4 2024

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.5M
+ 293.85%
$25.93 - $105.3 $297M - $1.21B
15.4M $428M
JCPB
J P Morgan Exchange Traded Fd

ETFs
133K
+ 47.87%
$46.07 - $48.17 $6.11M - $6.39M
410K $18.9M
JPIB
Jpmorgan International Bond Op

ETFs
122K
+ 25.33%
$47.26 - $48.47 $5.78M - $5.92M
605K $28.6M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
56.8K
+ 20.18%
$78.43 - $87.17 $4.46M - $4.95M
338K $27.1M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
302K
+ 18.66%
$27.88 - $30.51 $8.43M - $9.22M
1.92M $53.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
39K
New
$99.04 - $109.59 $3.86M - $4.27M
39K $3.88M
AVGO
Broadcom Inc.

Technology
1.39K
+ 2.57%
$159.67 - $250.0 $221K - $347K
55.4K $12.8M
TSLA
Tesla, Inc.

Consumer Cyclical
846
+ 6.22%
$213.65 - $479.86 $181K - $406K
14.5K $5.84M
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 2.9%
$205.18 - $250.29 $308K - $376K
53.3K $12.8M
AVUV
American Centy ETF Tr Avantis

ETFs
11.7K
+ 1.38%
$94.37 - $106.41 $1.1M - $1.24M
860K $83.1M
AVEM
American Centy ETF Tr Avantis

ETFs
62.3K
+ 15.92%
$58.59 - $66.14 $3.65M - $4.12M
454K $26.7M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
60.1K
New
$22.72 - $23.0 $1.37M - $1.38M
60.1K $1.37M
AMZN
Amazon Com Inc

Consumer Cyclical
2.26K
+ 9.95%
$180.88 - $232.93 $410K - $527K
25K $5.49M
VHT
Vanguard Health Care ETF

ETFs
4.59K
+ 214.94%
$250.81 - $283.3 $1.15M - $1.3M
6.72K $1.71M
CSCO
Cisco Systems, Inc.

Technology
1.77K
+ 1.18%
$52.45 - $60.02 $92.9K - $106K
152K $9M
VTI
Vanguard Total Stock Market Et

ETFs
3.24K
+ 43.48%
$280.04 - $302.45 $908K - $981K
10.7K $3.1M
DFAE
Dimensional ETF Tr

ETFs
38.3K
New
$25.36 - $28.15 $971K - $1.08M
38.3K $970K
NVDA
Nvidia Corp

Technology
1.37K
+ 2.47%
$117.0 - $148.88 $160K - $203K
56.6K $7.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
727
+ 0.97%
$116.4 - $138.52 $84.6K - $101K
75.9K $9.62M
V
Visa Inc.

Financial Services
984
+ 12.6%
$273.87 - $320.91 $269K - $316K
8.8K $2.78M
DFSV
Dimensional ETF Tr Dimensional

ETFs
20.5K
New
$30.18 - $33.87 $618K - $693K
20.5K $630K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
17.8K
+ 4.97%
$89.9 - $100.66 $1.6M - $1.79M
376K $33.9M
DE
Deere & CO

Industrials
1.13K
+ 5.97%
$389.45 - $466.0 $442K - $528K
20.1K $8.53M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.86K
+ 12.2%
$278.19 - $315.36 $518K - $587K
17.1K $4.93M
COST
Costco Wholesale Corp

Consumer Defensive
291
+ 2.8%
$873.59 - $994.69 $254K - $289K
10.7K $9.8M
VNQ
Vanguard Specialized Funds Van

ETFs
5.84K
+ 222.62%
$87.85 - $98.6 $513K - $575K
8.46K $753K
BAC
Bank Of America Corp

Financial Services
48
+ 0.04%
$39.22 - $47.77 $1.88K - $2.29K
116K $5.11M
LLY
Eli Lilly & CO

Healthcare
1.17K
+ 32.23%
$727.2 - $932.06 $852K - $1.09M
4.8K $3.71M
APP
App Lovin Corp

Technology
1.45K
New
$130.67 - $401.5 $189K - $582K
1.45K $469K
VDC
Vanguard Consumer Staples ETF

ETFs
2.17K
New
$210.96 - $223.62 $459K - $486K
2.17K $459K
ADP
Automatic Data Processing Inc

Industrials
523
+ 3.4%
$280.08 - $307.97 $146K - $161K
15.9K $4.65M
BMY
Bristol Myers Squibb CO

Healthcare
1.71K
+ 2.77%
$51.92 - $59.94 $88.5K - $102K
63.4K $3.58M
WMT
Walmart Inc.

Consumer Defensive
679
+ 2.01%
$79.1 - $95.7 $53.7K - $65K
34.5K $3.12M
BNDX
Vanguard Total International B

ETFs
7.64K
New
$48.91 - $50.61 $374K - $387K
7.64K $374K
MSTR
Microstrategy Inc

Technology
1.18K
New
$162.69 - $473.83 $191K - $557K
1.18K $340K
NFLX
Netflix Inc

Communication Services
125
+ 10.48%
$687.65 - $936.56 $86K - $117K
1.32K $1.17M
CRM
Salesforce, Inc.

Technology
216
+ 6.33%
$270.87 - $367.87 $58.5K - $79.5K
3.63K $1.21M
MO
Altria Group, Inc.

Consumer Defensive
2.57K
+ 2.29%
$49.06 - $57.74 $126K - $149K
115K $6.01M
FTNT
Fortinet, Inc.

Technology
2.8K
New
$76.49 - $99.21 $214K - $278K
2.8K $264K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.47K
New
$75.41 - $112.24 $186K - $277K
2.47K $254K
TXN
Texas Instruments Inc

Technology
1.28K
+ 2.81%
N/A
46.6K $9.07M
GOOG
Alphabet Inc.

Communication Services
172
+ 1.95%
$163.08 - $198.16 $28K - $34.1K
9K $1.71M
WFC
Wells Fargo & Company

Financial Services
1.2K
+ 11.4%
$54.98 - $77.35 $66.2K - $93.1K
11.8K $826K
PLTR
Palantir Technologies Inc.

Technology
2.98K
New
$36.46 - $82.38 $109K - $245K
2.98K $225K
IWS
Ishares Russell Midcap Value E

ETFs
2.82K
+ 5.48%
$128.08 - $140.32 $361K - $395K
54.1K $7M
FAST
Fastenal CO

Industrials
1.85K
+ 1.35%
$69.99 - $84.35 $129K - $156K
139K $9.98M
XEL
Xcel Energy Inc

Utilities
3.01K
New
$62.16 - $72.92 $187K - $220K
3.01K $203K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.67K
New
$55.45 - $61.08 $203K - $224K
3.67K $203K
VDE
Vanguard Energy ETF

ETFs
1.67K
New
$116.67 - $136.78 $195K - $228K
1.67K $202K
Activity Summary
Buys All Purchases 204 New Holdings 20 Increased Positions 184 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email