Avantax Planning Partners, Inc. Sells in Q4 2024

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
-553
- 29.31%
$159.95 - $194.23 $88.5K - $107K
1.33K $222K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-169
- 1.13%
$75.1 - $82.99 $12.7K - $14K
14.8K $1.12M
VONV
Vanguard Russell 1000 Value Et

ETFs
-307
- 0.61%
$80.87 - $87.69 $24.8K - $26.9K
49.8K $4.05M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-218
- 2.79%
$59.25 - $72.99 $12.9K - $15.9K
7.59K $453K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-3
- 0.01%
$67.29 - $73.38 $202 - $220
21.8K $1.48M
IBM
International Business Machines Corp

Technology
-289
- 0.68%
$204.9 - $238.04 $59.2K - $68.8K
42K $9.22M
NUDM
Nuveen Esg International Devel

ETFs
-802
- 3.55%
$30.06 - $33.38 $24.1K - $26.8K
21.8K $655K
DUK
Duke Energy Corp

Utilities
-313
- 3.37%
$105.76 - $120.76 $33.1K - $37.8K
8.96K $965K
IBMO
Ishares Tr Ibonds December 202

ETFs
-3.89K
- 22.71%
$25.4 - $25.62 $98.9K - $99.7K
13.2K $337K
CL
Colgate Palmolive CO

Consumer Defensive
-364
- 6.75%
$90.22 - $102.31 $32.8K - $37.2K
5.03K $457K
GIS
General Mills Inc

Consumer Defensive
-215
- 2.86%
$62.78 - $74.62 $13.5K - $16K
7.29K $465K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-3.31K
- 20.08%
$26.55 - $26.67 $88K - $88.4K
13.2K $351K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-457
- 8.09%
$106.56 - $113.11 $48.7K - $51.7K
5.19K $554K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-7.61K
- 1.31%
$33.92 - $36.6 $258K - $279K
572K $19.8M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-1.3K
- 10.33%
$38.96 - $43.28 $50.5K - $56K
11.2K $442K
LHX
L3 Harris Technologies, Inc.

Industrials
-122
- 6.62%
$208.94 - $264.22 $25.5K - $32.2K
1.72K $361K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-540
- 3.05%
$30.42 - $36.45 $16.4K - $19.7K
17.2K $546K
MDT
Medtronic PLC

Healthcare
-20
- 0.28%
$79.61 - $92.24 $1.59K - $1.84K
7.15K $570K
IVE
Ishares S&P 500 Value ETF

ETFs
-126
- 1.57%
$189.5 - $206.17 $23.9K - $26K
7.88K $1.5M
CHE
Chemed Corp

Healthcare
-57
- 10.04%
$517.44 - $613.19 $29.5K - $35K
511 $270K
UL
Unilever PLC

Consumer Defensive
-443
- 7.82%
$56.7 - $64.64 $25.1K - $28.6K
5.22K $296K
PRU
Prudential Financial Inc

Financial Services
-317
- 2.48%
$114.59 - $129.52 $36.3K - $41.1K
12.4K $1.48M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-493
- 2.03%
$90.66 - $99.46 $44.7K - $49K
23.8K $2.17M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-510
- 2.92%
$43.84 - $48.76 $22.4K - $24.9K
17K $746K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-332
- 1.46%
$28.89 - $31.63 $9.59K - $10.5K
22.4K $653K
WPC
W. P. Carey Inc.

Real Estate
-218
- 3.39%
$53.44 - $61.33 $11.6K - $13.4K
6.22K $338K
VO
Vanguard Mid Cap ETF

ETFs
-216
- 8.1%
$261.5 - $284.63 $56.5K - $61.5K
2.45K $647K
HYG
Ishares Tr

ETFs
-497
- 4.84%
$78.09 - $80.04 $38.8K - $39.8K
9.77K $768K
IWD
Ishares Russell 1000 Val ETF

ETFs
-24
- 0.23%
$183.23 - $199.79 $4.4K - $4.79K
10.6K $1.95M
AGNC
Agnc Investment Corp.

Real Estate
-3.14K
- 17.18%
$9.21 - $10.59 $28.9K - $33.2K
15.1K $139K
F
Ford Motor CO

Consumer Cyclical
-2.45K
- 6.04%
$9.69 - $11.4 $23.8K - $28K
38.1K $377K
PEG
Public Service Enterprise Group Inc

Utilities
-308
- 6.78%
$81.87 - $94.51 $25.2K - $29.1K
4.24K $357K
TJX
Tjx Companies Inc

Consumer Cyclical
-972
- 4.57%
$112.15 - $127.2 $109K - $124K
20.3K $2.45M
IEFA
Ishares Tr

ETFs
-282
- 8.05%
$70.06 - $77.43 $19.8K - $21.8K
3.22K $226K
DVY
Ishares Tr

ETFs
-278
- 11.78%
$129.55 - $143.41 $36K - $39.9K
2.08K $273K
CMF
Ishares California Muni Bond E

ETFs
-580
- 4.76%
$56.66 - $58.1 $32.9K - $33.7K
11.6K $665K
FTCS
First Trust Capital Strength E

ETFs
-24
- 0.18%
$87.62 - $94.03 $2.1K - $2.26K
13.1K $1.15M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-717
- 7.23%
$50.73 - $51.08 $36.4K - $36.6K
9.2K $468K
T
At&T Inc.

Communication Services
-3.25K
- 6.43%
$21.22 - $23.88 $68.9K - $77.6K
47.3K $1.08M
VONG
Vanguard Russell 1000 Growth E

ETFs
-819
- 11.18%
$95.27 - $107.82 $78K - $88.3K
6.51K $672K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-219
- 4.42%
$50.06 - $55.0 $11K - $12K
4.74K $237K
IBMP
Ishares Tr Ibonds December 202

ETFs
-1.13K
- 7.85%
$25.08 - $25.43 $28.3K - $28.7K
13.2K $333K
ORCC
Owl Rock Capital Corp

Financial Services
-2.24K
- 2.78%
N/A
78.4K $1.05M
PPG
Ppg Industries Inc

Basic Materials
-38
- 2.08%
$119.09 - $131.37 $4.53K - $4.99K
1.79K $213K
WMB
Williams Companies, Inc.

Energy
-1.93K
- 21.73%
$46.37 - $59.74 $89.3K - $115K
6.94K $375K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-481
- 8.39%
$41.74 - $46.2 $20.1K - $22.2K
5.25K $220K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.04K
- 3.53%
N/A
28.6K $678K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-619
- 1.03%
$23.25 - $23.37 $14.4K - $14.5K
59.6K $1.39M
INGR
Ingredion Inc

Consumer Defensive
-153
- 8.48%
$132.76 - $154.86 $20.3K - $23.7K
1.65K $227K
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
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