Avantax Planning Partners, Inc. Incresed Positions in Q3 2024

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPIB
Jpmorgan International Bond Op

ETFs
180K
+ 59.7%
$46.96 - $48.73 $8.47M - $8.79M
483K $23.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
164K
+ 144.5%
$45.87 - $48.53 $7.51M - $7.95M
277K $13.4M
BMY
Bristol Myers Squibb CO

Healthcare
52.2K
+ 549.15%
$39.66 - $51.75 $2.07M - $2.7M
61.7K $3.19M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
12.6K
+ 4.67%
$71.9 - $79.86 $904K - $1M
282K $22.4M
AVEM
American Centy ETF Tr Avantis

ETFs
19K
+ 5.11%
$57.2 - $65.59 $1.09M - $1.25M
392K $25.3M
JPEM
Jp Morgan Diversified Return

ETFs
39.9K
+ 52.05%
$52.23 - $56.96 $2.08M - $2.27M
117K $6.6M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.62K
+ 1.35%
$81.1 - $89.18 $293K - $322K
272K $23.9M
AMGN
Amgen Inc

Healthcare
1.8K
+ 7.55%
$309.38 - $337.38 $558K - $609K
25.7K $8.28M
VTV
Vanguard Value ETF

ETFs
702
+ 1.51%
$159.75 - $174.57 $112K - $123K
47K $8.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
341
+ 11.23%
$475.2 - $527.7 $162K - $180K
3.38K $1.78M
PFG
Principal Financial Group Inc

Financial Services
1
+ 0.0%
$72.94 - $87.46 $72.9 - $87.5
34.6K $2.97M
BKH
Black Hills Corp

Utilities
60
+ 0.18%
$53.42 - $61.53 $3.21K - $3.69K
32.7K $2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
44
+ 0.1%
$60.84 - $67.51 $2.68K - $2.97K
45.7K $3.09M
ENB
Enbridge Inc

Energy
2.78K
+ 34.35%
$35.27 - $41.18 $98.1K - $115K
10.9K $441K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.13K
+ 56.53%
$105.53 - $118.34 $119K - $134K
3.13K $365K
SCHP
Schwab Strategic Us Tips ETF

ETFs
454
+ 0.61%
$51.58 - $53.79 $23.4K - $24.4K
75K $4.02M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
741
+ 12.47%
$91.37 - $101.65 $67.7K - $75.3K
6.68K $679K
GWW
W.W. Grainger, Inc.

Industrials
34
+ 8.06%
$896.19 - $1044.18 $30.5K - $35.5K
456 $473K
EPD
Enterprise Products Partners L.P.

Energy
3.04K
+ 15.24%
$27.88 - $30.0 $84.9K - $91.3K
23K $670K
SPGI
S&P Global Inc.

Financial Services
94
+ 20.17%
$446.32 - $527.38 $42K - $49.6K
560 $289K
NFG
National Fuel Gas CO

Energy
892
+ 21.26%
$54.14 - $61.22 $48.3K - $54.6K
5.09K $308K
VUG
Vanguard Growth ETF

ETFs
116
+ 4.17%
$341.08 - $391.94 $39.6K - $45.5K
2.9K $1.11M
STZ
Constellation Brands, Inc.

Consumer Defensive
271
+ 4.09%
$236.42 - $259.82 $64.1K - $70.4K
6.9K $1.78M
SRE
Sempra Energy

Utilities
139
+ 1.95%
$74.97 - $84.04 $10.4K - $11.7K
7.28K $608K
VO
Vanguard Mid Cap ETF

ETFs
32
+ 1.21%
$237.84 - $263.83 $7.61K - $8.44K
2.67K $703K
CL
Colgate Palmolive CO

Consumer Defensive
266
+ 5.19%
$95.54 - $108.77 $25.4K - $28.9K
5.39K $559K
WPC
W. P. Carey Inc.

Real Estate
176
+ 2.81%
$54.63 - $63.96 $9.61K - $11.3K
6.44K $401K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
652
+ 5.51%
$33.74 - $37.96 $22K - $24.7K
12.5K $469K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
657
+ 15.29%
$50.02 - $54.5 $32.9K - $35.8K
4.95K $269K
IWB
Ishares Tr Russell 1000 ETF

ETFs
117
+ 14.5%
$283.28 - $314.39 $33.1K - $36.8K
924 $290K
NNDM
Nano Dimension Ltd.

Technology
18K
+ 120.0%
$2.04 - $2.53 $36.7K - $45.5K
33K $80K
VNQ
Vanguard Specialized Funds Van

ETFs
73
+ 2.86%
$82.97 - $98.97 $6.06K - $7.22K
2.62K $255K
QTEC
First Trust Nasdaq 100 Technol

ETFs
261
+ 20.12%
$169.92 - $205.38 $44.3K - $53.6K
1.56K $298K
EMLP
First Tr Exchange Traded Iv

ETFs
5
+ 0.04%
$30.38 - $34.0 $152 - $170
11.6K $391K
FPE
First Tr Pfd Secs & Income ETF

ETFs
504
+ 1.45%
$17.35 - $18.22 $8.74K - $9.18K
35.3K $638K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
806
+ 3.87%
$24.38 - $25.2 $19.7K - $20.3K
21.7K $544K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
536
+ 6.29%
$48.06 - $49.39 $25.8K - $26.5K
9.05K $446K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
177
+ 3.44%
$114.52 - $127.8 $20.3K - $22.6K
5.32K $667K
XLK
Technology Sector Spdr

ETFs
140
+ 1.61%
$197.34 - $237.68 $27.6K - $33.3K
8.85K $2M
AGNC
Agnc Investment Corp.

Real Estate
801
+ 4.59%
$9.48 - $10.66 $7.59K - $8.54K
18.3K $191K
MS
Morgan Stanley

Financial Services
9
+ 0.28%
$92.07 - $106.96 $829 - $963
3.28K $341K
DLR
Digital Realty Trust, Inc.

Real Estate
15
+ 0.7%
$144.47 - $162.98 $2.17K - $2.44K
2.17K $351K
ET
Energy Transfer LP

Energy
1.5K
+ 5.64%
$15.43 - $16.44 $23.1K - $24.7K
28.1K $450K
HON
Honeywell International Inc

Industrials
189
+ 5.9%
$196.73 - $220.21 $37.2K - $41.6K
3.39K $701K
ESS
Essex Property Trust, Inc.

Real Estate
37
+ 3.79%
$272.82 - $272.82 $10.1K - $10.1K
1.01K $276K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
109
+ 0.42%
$24.78 - $25.11 $2.7K - $2.74K
26.1K $654K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
112
+ 1.24%
$23.63 - $24.42 $2.65K - $2.74K
9.11K $222K
PLUG
Plug Power Inc

Industrials
1.43K
+ 13.27%
$1.61 - $3.34 $2.29K - $4.76K
12.2K $27K
Spectral Ai Inc
95.5K
+ 148.38%
N/A
160K $0
Activity Summary
Buys All Purchases 76 New Holdings 22 Increased Positions 54 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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