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
SLV
I Shares Silver Trust

ETFs
-340
- 2.77%
$24.33 - $29.38 $8.27K - $9.99K
11.9K $338K
XLI
Industrial Sector Spdr

ETFs
-75
- 4.34%
$120.56 - $135.44 $9.04K - $10.2K
1.65K $223K
IWV
Ishares Russell 3000 ETF

ETFs
-69
- 3.42%
$294.75 - $326.73 $20.3K - $22.5K
1.95K $636K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-454
- 2.72%
$33.2 - $41.73 $15.1K - $18.9K
16.2K $677K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-148
- 0.67%
$47.01 - $48.2 $6.96K - $7.13K
21.9K $1.06M
KEY
Keycorp

Financial Services
-889
- 7.78%
$13.95 - $17.34 $12.4K - $15.4K
10.5K $176K
DNP
Dnp Select Income Fund Inc

Financial Services
-663
- 5.57%
$8.21 - $10.03 $5.44K - $6.65K
11.2K $112K
LHX
L3 Harris Technologies, Inc.

Industrials
-44
- 2.33%
$221.96 - $243.27 $9.77K - $10.7K
1.84K $438K
ETN
Eaton Corp PLC

Industrials
-64
- 2.99%
$272.52 - $333.02 $17.4K - $21.3K
2.08K $688K
VFH
Vanguard Financial ETF

ETFs
-212
- 5.11%
$99.27 - $111.21 $21K - $23.6K
3.94K $432K
MKC
Mccormick & CO Inc

Consumer Defensive
-200
- 6.24%
$69.44 - $84.76 $13.9K - $17K
3K $247K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-160
- 2.33%
$41.02 - $46.01 $6.56K - $7.36K
6.7K $305K
GE
General Electric CO

Industrials
-225
- 10.65%
$156.66 - $189.66 $35.2K - $42.7K
1.89K $355K
AMP
Ameriprise Financial Inc

Financial Services
-3
- 0.58%
$391.53 - $469.81 $1.17K - $1.41K
516 $242K
CLX
Clorox CO

Consumer Defensive
-210
- 9.58%
$131.73 - $166.97 $27.7K - $35.1K
1.98K $322K
FLEX
Flex Ltd.

Technology
-1.18K
- 7.44%
$28.1 - $34.0 $33K - $40K
14.6K $488K
XLU
Utilities Sector Spdr

ETFs
-400
- 9.16%
$67.67 - $80.78 $27.1K - $32.3K
3.97K $320K
RPM
Rpm International Inc

Basic Materials
-220
- 5.8%
$103.91 - $125.03 $22.9K - $27.5K
3.57K $432K
GOLD
Barrick Gold Corp

Basic Materials
-700
- 5.73%
$16.56 - $21.01 $11.6K - $14.7K
11.5K $228K
GILD
Gilead Sciences, Inc.

Healthcare
-338
- 9.2%
$66.59 - $83.99 $22.5K - $28.4K
3.34K $279K
MTB
M&T Bank Corp

Financial Services
-66
- 4.52%
$146.49 - $179.85 $9.67K - $11.9K
1.39K $248K
BSX
Boston Scientific Corp

Healthcare
-56
- 1.16%
$72.96 - $84.0 $4.09K - $4.7K
4.76K $399K
IWM
Ishares Russell 2000 ETF

ETFs
-499
- 6.47%
$200.87 - $224.6 $100K - $112K
7.22K $1.59M
NKE
Nike, Inc.

Consumer Cyclical
-817
- 10.34%
$71.09 - $89.44 $58.1K - $73.1K
7.08K $625K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-22
- 0.39%
$106.11 - $113.72 $2.33K - $2.5K
5.65K $638K
KKR
Kkr & Co. Inc.

Financial Services
-193
- 8.7%
$104.51 - $133.23 $20.2K - $25.7K
2.03K $264K
RTX
Raytheon Technologies Corp

Industrials
-1.08K
- 13.76%
$99.55 - $123.34 $108K - $134K
6.79K $821K
PWR
Quanta Services, Inc.

Industrials
-6
- 0.74%
$239.58 - $298.23 $1.44K - $1.79K
802 $238K
OMC
Omnicom Group Inc.

Communication Services
-32
- 1.23%
$87.69 - $103.9 $2.81K - $3.32K
2.57K $266K
SNA
Snap On Inc

Industrials
-7
- 0.54%
$255.35 - $289.77 $1.79K - $2.03K
1.3K $376K
AWR
American States Water CO

Utilities
-5
- 0.15%
$71.55 - $85.38 $358 - $427
3.41K $284K
EXR
Extra Space Storage Inc.

Real Estate
-6
- 0.36%
$151.92 - $183.06 $912 - $1.1K
1.67K $300K
ABT
Abbott Laboratories

Healthcare
-1.95K
- 7.41%
$100.07 - $118.13 $195K - $230K
24.4K $2.78M
UL
Unilever PLC

Consumer Defensive
-148
- 2.55%
$54.7 - $65.59 $8.1K - $9.71K
5.67K $367K
BBY
Best Buy CO Inc

Consumer Cyclical
-94
- 3.05%
$80.23 - $103.29 $7.54K - $9.71K
2.99K $308K
HWM
Howmet Aerospace Inc.

Industrials
-252
- 7.72%
$77.3 - $100.22 $19.5K - $25.3K
3.01K $302K
SHOP
Shopify Inc.

Technology
-41
- 1.1%
$52.26 - $80.75 $2.14K - $3.31K
3.68K $294K
NSC
Norfolk Southern Corp

Industrials
-109
- 4.79%
$213.75 - $259.69 $23.3K - $28.3K
2.17K $538K
VEA
Vanguard Ftse Developed Market

ETFs
-2.78K
- 4.8%
$47.6 - $53.31 $132K - $148K
55.2K $2.92M
TGT
Target Corp

Consumer Defensive
-213
- 1.79%
$133.47 - $159.25 $28.4K - $33.9K
11.7K $1.82M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-137
- 4.67%
$156.14 - $187.2 $21.4K - $25.6K
2.8K $517K
BX
Blackstone Inc.

Financial Services
-238
- 7.02%
$120.77 - $159.66 $28.7K - $38K
3.15K $482K
EEM
Ishares Msci Emerging Markets

ETFs
-4.4K
- 5.44%
$40.42 - $46.7 $178K - $205K
76.4K $3.5M
PSA
Public Storage

Real Estate
-3
- 0.35%
$283.13 - $365.01 $849 - $1.1K
864 $314K
TRV
Travelers Companies, Inc.

Financial Services
-3
- 0.14%
$201.87 - $242.35 $606 - $727
2.16K $506K
DE
Deere & CO

Industrials
-2.04K
- 9.67%
$344.84 - $418.0 $702K - $851K
19K $7.93M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-405
- 1.1%
$38.51 - $41.69 $15.6K - $16.9K
36.6K $1.52M
AJG
Arthur J. Gallagher & Co.

Financial Services
-4
- 0.12%
$259.22 - $299.75 $1.04K - $1.2K
3.46K $973K
IVV
Ishares Core S&P 500 ETF

ETFs
-99
- 2.15%
$520.18 - $576.82 $51.5K - $57.1K
4.51K $2.6M
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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