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
CB
Chubb LTD

Financial Services
-37
- 4.73%
$271.57 - $301.89 $10K - $11.2K
745 $205K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-483
- 6.69%
$81.6 - $90.89 $39.4K - $43.9K
6.73K $577K
IWR
Ishares Russell Mid Cap ETF

ETFs
-226
- 5.4%
$87.25 - $95.52 $19.7K - $21.6K
3.96K $350K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-495
- 2.53%
$30.67 - $30.84 $15.2K - $15.3K
19.1K $586K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
-247
- 2.54%
$22.12 - $23.49 $5.46K - $5.8K
9.47K $210K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-519
- 8.81%
$40.12 - $41.68 $20.8K - $21.6K
5.37K $221K
JPIE
J P Morgan Exchange Traded Fd
-143
- 1.08%
$45.59 - $46.25 $6.52K - $6.61K
13.1K $598K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-101
- 2.99%
$521.84 - $558.82 $52.7K - $56.4K
3.28K $1.77M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-9
- 0.8%
$209.89 - $233.24 $1.89K - $2.1K
1.12K $237K
VIR
Vir Biotechnology, Inc.

Healthcare
-873
- 1.7%
$6.74 - $10.17 $5.88K - $8.88K
50.5K $370K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-34
- 2.18%
$185.87 - $204.12 $6.32K - $6.94K
1.52K $286K
PWZ
Invesco California Amt Free Mu

ETFs
-84
- 0.33%
$24.49 - $25.25 $2.06K - $2.12K
25.3K $625K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-103
- 1.94%
$47.58 - $48.56 $4.9K - $5K
5.22K $249K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-191
- 0.73%
$25.0 - $25.11 $4.78K - $4.8K
25.9K $648K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-9
- 0.44%
$563.99 - $620.12 $5.08K - $5.58K
2.04K $1.16M
VGT
Vanguard Information Technolog

ETFs
-197
- 5.87%
$571.78 - $647.97 $113K - $128K
3.16K $1.96M
IWM
Ishares Russell 2000 ETF

ETFs
-24
- 0.33%
$216.13 - $242.4 $5.19K - $5.82K
7.19K $1.59M
VB
Vanguard Small Cap ETF

ETFs
-31
- 2.24%
$233.76 - $261.58 $7.25K - $8.11K
1.35K $324K
Dimensional ETF Trust
-848
- 0.63%
N/A
133K $0
Ishares Tr
-1.09K
- 11.21%
N/A
8.62K $0
POCT
Innovator U.S. Equity Power Bu

ETFs
-101
- 1.53%
$38.63 - $40.03 $3.9K - $4.04K
6.5K $257K
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.04K
- 6.31%
$34.49 - $39.24 $35.9K - $40.8K
15.5K $574K
META
Meta Platforms, Inc.

Communication Services
-150
- 2.89%
$554.08 - $632.68 $83.1K - $94.9K
5.05K $2.98M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-56
- 0.68%
$41.16 - $42.25 $2.3K - $2.37K
8.2K $346K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-26
- 0.35%
$35.71 - $37.1 $928 - $965
7.48K $274K
AXP
American Express CO

Financial Services
-202
- 7.42%
$267.35 - $305.57 $54K - $61.7K
2.52K $747K
ENB
Enbridge Inc

Energy
-248
- 2.28%
$40.4 - $43.92 $10K - $10.9K
10.6K $451K
GLW
Corning Inc

Technology
-15
- 0.29%
$44.11 - $49.76 $662 - $746
5.17K $245K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-82
- 2.43%
$77.25 - $91.3 $6.33K - $7.49K
3.3K $281K
PAYX
Paychex Inc

Industrials
-2
- 0.06%
$135.86 - $148.73 $272 - $297
3.23K $453K
IP
International Paper CO

Consumer Cyclical
-19
- 0.4%
$46.64 - $59.57 $886 - $1.13K
4.76K $256K
AMP
Ameriprise Financial Inc

Financial Services
-3
- 0.58%
$473.15 - $574.01 $1.42K - $1.72K
513 $273K
SCHW
Schwab Charles Corp

Financial Services
-276
- 4.96%
$63.31 - $82.85 $17.5K - $22.9K
5.29K $391K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-191
- 6.24%
$172.07 - $207.36 $32.9K - $39.6K
2.87K $566K
XLF
Financial Sector Spdr

ETFs
-1
- 0.01%
$44.89 - $51.34 $44.9 - $51.3
12K $578K
BX
Blackstone Inc.

Financial Services
-98
- 3.11%
$148.45 - $199.05 $14.5K - $19.5K
3.05K $526K
GRMN
Garmin LTD

Technology
-48
- 2.38%
$161.91 - $220.77 $7.77K - $10.6K
1.97K $406K
SHOP
Shopify Inc.

Technology
-395
- 10.74%
$78.14 - $119.49 $30.9K - $47.2K
3.28K $349K
MS
Morgan Stanley

Financial Services
-43
- 1.31%
$104.42 - $134.99 $4.49K - $5.8K
3.23K $406K
VOT
Vanguard Mid Cap Growth Index

ETFs
-741
- 2.94%
$241.48 - $274.89 $179K - $204K
24.5K $6.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
-94
- 0.64%
$567.81 - $607.81 $53.4K - $57.1K
14.5K $8.53M
DIS
Walt Disney CO

Communication Services
-141
- 1.35%
$92.39 - $117.6 $13K - $16.6K
10.3K $1.15M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.45%
$4100.99 - $5300.34 $4.1K - $5.3K
223 $1.11M
CCL
Carnival Corp

Consumer Cyclical
-780
- 2.63%
$17.34 - $26.8 $13.5K - $20.9K
28.9K $720K
VBK
Vanguard Small Cap Growth ETF

ETFs
-678
- 2.22%
$264.18 - $304.19 $179K - $206K
29.9K $8.37M
USB
Us Bancorp \De\

Financial Services
-225
- 0.22%
$43.98 - $53.66 $9.9K - $12.1K
102K $4.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-31
- 0.32%
$481.22 - $538.17 $14.9K - $16.7K
9.71K $4.96M
GOOGL
Alphabet Inc.

Communication Services
-37
- 0.17%
$161.86 - $196.66 $5.99K - $7.28K
21.3K $4.04M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.86K
- 1.37%
$94.43 - $105.47 $175K - $196K
134K $13.6M
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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