Avantax Planning Partners, Inc. Reduced Holdings in Q3 2024

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PEG
Public Service Enterprise Group Inc

Utilities
-3.28K
- 41.92%
$73.58 - $89.21 $241K - $293K
4.54K $405K
CASY
Caseys General Stores Inc

Consumer Cyclical
-384
- 9.36%
$354.52 - $391.16 $136K - $150K
3.72K $1.4M
PVAL
Putnam ETF Tr Putnam Focused L
-5.22K
- 26.7%
$35.03 - $37.94 $183K - $198K
14.3K $543K
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.36K
- 13.93%
$99.14 - $109.18 $234K - $257K
14.6K $1.59M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-825
- 42.22%
$210.25 - $231.86 $173K - $191K
1.13K $251K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.11K
- 23.88%
$50.63 - $51.11 $158K - $159K
9.92K $506K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.43K
- 25.52%
$46.9 - $51.96 $208K - $230K
12.9K $666K
IP
International Paper CO

Consumer Cyclical
-4.2K
- 46.79%
$42.55 - $49.98 $179K - $210K
4.78K $233K
LMT
Lockheed Martin Corp

Industrials
-3.19K
- 21.84%
$460.3 - $584.56 $1.47M - $1.86M
11.4K $6.67M
T
At&T Inc.

Communication Services
-15K
- 22.92%
$18.21 - $22.28 $274K - $335K
50.5K $1.11M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-5.6K
- 37.72%
$24.91 - $25.63 $140K - $144K
9.25K $237K
MPC
Marathon Petroleum Corp

Energy
-521
- 12.41%
$158.61 - $180.75 $82.6K - $94.2K
3.68K $599K
SCHW
Schwab Charles Corp

Financial Services
-1.06K
- 15.93%
$61.74 - $76.08 $65.1K - $80.3K
5.57K $360K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-4.5K
- 18.59%
$25.97 - $26.11 $117K - $118K
19.7K $514K
MCHP
Microchip Technology Inc

Technology
-664
- 11.94%
$72.0 - $95.98 $47.8K - $63.7K
4.9K $393K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.72K
- 33.19%
$77.22 - $89.49 $133K - $154K
3.45K $307K
TTE
Total Energies Se

Energy
-1.79K
- 22.76%
$68.61 - $68.61 $123K - $123K
6.08K $417K
AEP
American Electric Power CO Inc

Utilities
-1.57K
- 41.08%
$87.11 - $104.95 $137K - $165K
2.26K $231K
XLY
Select Sector Spdr Consumer Di

ETFs
-764
- 27.69%
$170.05 - $200.86 $130K - $153K
2K $399K
PPG
Ppg Industries Inc

Basic Materials
-898
- 32.94%
$118.32 - $134.55 $106K - $121K
1.83K $242K
FDX
Fedex Corp

Industrials
-260
- 24.88%
$254.64 - $313.52 $66.2K - $81.5K
785 $214K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.25K
- 13.08%
$75.32 - $84.37 $169K - $190K
15K $1.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.91K
- 12.82%
$57.32 - $62.65 $167K - $182K
19.8K $1.23M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.92K
- 27.99%
$33.61 - $35.94 $98.1K - $105K
7.51K $269K
XLF
Financial Sector Spdr

ETFs
-3.4K
- 22.11%
$40.84 - $45.74 $139K - $155K
12K $542K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.7K
- 16.42%
$125.95 - $142.04 $214K - $241K
8.64K $1.23M
ABBV
Abb Vie Inc.

Healthcare
-9.42K
- 13.8%
$163.84 - $199.33 $1.54M - $1.88M
58.9K $11.6M
GPC
Genuine Parts CO

Consumer Cyclical
-780
- 4.72%
$131.04 - $147.11 $102K - $115K
15.7K $2.2M
XLE
Energy Sector Spdr

ETFs
-855
- 25.71%
$84.35 - $93.39 $72.1K - $79.8K
2.47K $216K
ORCC
Owl Rock Capital Corp

Financial Services
-5.01K
- 5.85%
N/A
80.6K $1.08M
ROK
Rockwell Automation, Inc

Industrials
-107
- 1.99%
$248.27 - $294.37 $26.6K - $31.5K
5.28K $1.42M
IBMP
Ishares Tr Ibonds December 202

ETFs
-2.74K
- 16.0%
$24.92 - $25.47 $68.3K - $69.8K
14.4K $365K
EMR
Emerson Electric CO

Industrials
-488
- 4.53%
$98.19 - $118.87 $47.9K - $58K
10.3K $1.12M
CSX
Csx Corp

Industrials
-2.21K
- 13.64%
$32.48 - $35.45 $71.6K - $78.2K
14K $481K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-2.67K
- 0.92%
$23.88 - $24.01 $63.8K - $64.2K
289K $6.93M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.7K
- 10.68%
$37.33 - $40.63 $138K - $150K
30.9K $1.26M
NEM
Newmont Corp

Basic Materials
-2.48K
- 36.82%
$41.65 - $55.85 $103K - $139K
4.26K $227K
APH
Amphenol Corp

Technology
-707
- 18.31%
$58.39 - $70.41 $41.3K - $49.8K
3.16K $205K
KLAC
Kla Corp

Technology
-32
- 5.46%
$696.17 - $892.35 $22.3K - $28.6K
554 $428K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.23K
- 10.4%
$173.36 - $189.8 $213K - $233K
10.6K $2.01M
IBHD
Ishares Ibonds 2024 Term High

ETFs
-2.44K
- 1.99%
$23.11 - $23.29 $56.4K - $56.9K
120K $2.8M
DHR
Danaher Corp

Healthcare
-409
- 17.37%
$239.25 - $280.76 $97.9K - $115K
1.95K $540K
JPIE
J P Morgan Exchange Traded Fd
-1.33K
- 9.12%
$45.17 - $46.39 $60.1K - $61.7K
13.3K $615K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.4K
- 14.51%
$39.31 - $41.32 $55.1K - $57.9K
8.26K $341K
C
Citigroup Inc

Financial Services
-682
- 15.26%
$56.11 - $67.61 $38.3K - $46.1K
3.79K $237K
BP
Bp PLC

Energy
-280
- 3.83%
$30.78 - $37.05 $8.62K - $10.4K
7.03K $220K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.14K
- 8.95%
$66.31 - $74.08 $142K - $159K
21.8K $1.6M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-713
- 26.76%
$98.71 - $117.61 $70.4K - $83.9K
1.95K $229K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.55K
- 16.56%
$64.35 - $75.71 $99.7K - $117K
7.81K $575K
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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