Avantax Planning Partners, Inc. Closed Holding Positions

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Ingersoll Rand PLC
Q1 2020 Filed on Apr 27, 2020
3,706
N/A
DTE
Dte Energy CO

Utilities
Q1 2020 Filed on Apr 27, 2020
1,701
$65.37 - $114.86 $111K - $195K
SPG
Simon Property Group Inc

Real Estate
Q1 2020 Filed on Apr 27, 2020
1,479
$44.92 - $149.11 $66.4K - $221K
Mfa Finl Inc
Q1 2020 Filed on Apr 27, 2020
16,512
N/A
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2020 Filed on Apr 27, 2020
2,523
$34.16 - $122.45 $86.2K - $309K
AMSWA
American Software Inc

Technology
Q1 2020 Filed on Apr 27, 2020
13,711
$9.06 - $19.2 $124K - $263K
ARCC
Ares Capital Corp

Financial Services
Q1 2020 Filed on Apr 27, 2020
10,692
$8.08 - $19.23 $86.4K - $206K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2020 Filed on Apr 27, 2020
3,262
$46.61 - $69.67 $152K - $227K
ENR
Energizer Holdings, Inc.

Industrials
Q1 2020 Filed on Apr 27, 2020
4,098
$28.37 - $53.31 $116K - $218K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on Apr 27, 2020
3,392
$20.14 - $55.75 $68.3K - $189K
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2020 Filed on Apr 27, 2020
3,501
$41.61 - $71.42 $146K - $250K
HUM
Humana Inc

Healthcare
Q1 2020 Filed on Apr 27, 2020
565
$214.43 - $380.2 $121K - $215K
EBS
Emergent Bio Solutions Inc.

Healthcare
Q1 2020 Filed on Apr 27, 2020
5,801
$49.34 - $68.76 $286K - $399K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 27, 2020
10,683
$11.14 - $19.3 $119K - $206K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
Q1 2020 Filed on Apr 27, 2020
4,700
$36.19 - $58.24 $170K - $274K
MPW
Medical Properties Trust Inc

Real Estate
Q1 2020 Filed on Apr 27, 2020
12,550
$13.01 - $24.15 $163K - $303K
SMB
Vaneck Short Muni ETF

ETFs
Q1 2020 Filed on Apr 27, 2020
14,373
$15.76 - $18.04 $227K - $259K
Celgene Corp
Q4 2019 Filed on Jan 15, 2020
4,571
N/A
CME
Cme Group Inc.

Financial Services
Q4 2019 Filed on Jan 15, 2020
959
$196.95 - $216.02 $189K - $207K
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2019 Filed on Jan 15, 2020
5,918
$58.47 - $65.77 $346K - $389K
Alps ETF Tr
Q4 2019 Filed on Jan 15, 2020
111,070
N/A
ALLE
Allegion PLC

Industrials
Q4 2019 Filed on Jan 15, 2020
3,910
$100.24 - $125.69 $392K - $491K
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 15, 2020
11,970
N/A
Global X Fds
Q4 2019 Filed on Jan 15, 2020
24,988
N/A
Transenterix Inc
Q4 2019 Filed on Jan 15, 2020
13,000
N/A
UTG
Reaves Utility Income Fund

Financial Services
Q4 2019 Filed on Jan 15, 2020
15,000
$35.66 - $37.34 $535K - $560K
Investors Real Estate Tr
Q4 2019 Filed on Jan 15, 2020
3,098
N/A
Blackstone Group L P
Q3 2019 Filed on Nov 08, 2019
4,449
N/A
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q3 2019 Filed on Nov 08, 2019
6,325
$31.8 - $32.37 $201K - $205K
Array Biopharma Inc
Q3 2019 Filed on Nov 08, 2019
6,331
N/A
GPRO
Go Pro, Inc.

Technology
Q3 2019 Filed on Nov 08, 2019
11,436
$3.82 - $5.64 $43.7K - $64.5K
SND
Smart Sand, Inc.

Energy
Q3 2019 Filed on Nov 08, 2019
15,578
$2.02 - $3.24 $31.5K - $50.5K
Anadarko Pete Corp
Q2 2019 Filed on Aug 07, 2019
6,030
N/A
Senior Hsg Pptys Tr
Q2 2019 Filed on Aug 07, 2019
11,034
N/A
TBX
Proshares Tr Short 7 10 Yr Tre

ETFs
Q2 2019 Filed on Aug 07, 2019
8,284
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 07, 2019
38,226
N/A
SHV
Ishares Tr

ETFs
Q2 2019 Filed on Aug 07, 2019
14,646
$110.35 - $110.67 $1.62M - $1.62M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q2 2019 Filed on Aug 07, 2019
4,345
$50.23 - $50.46 $218K - $219K
LUV
Southwest Airlines CO

Industrials
Q1 2019 Filed on May 08, 2019
5,173
$45.61 - $58.29 $236K - $302K
Chesapeake Energy Corp
Q1 2019 Filed on May 08, 2019
11,772
N/A
KR
Kroger CO

Consumer Defensive
Q1 2019 Filed on May 08, 2019
7,882
$23.99 - $29.8 $189K - $235K
Ishares Tr
Q1 2019 Filed on May 08, 2019
12,843
N/A
L
Loews Corp

Financial Services
Q1 2019 Filed on May 08, 2019
1,642
$44.52 - $48.41 $73.1K - $79.5K
Arconic Inc
Q1 2019 Filed on May 08, 2019
317
N/A
AA
Alcoa Corp

Basic Materials
Q1 2019 Filed on May 08, 2019
105
$26.24 - $30.98 $2.76K - $3.25K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2019 Filed on May 08, 2019
1,780
$118.66 - $126.56 $211K - $225K
Advisorshares Tr
Q1 2019 Filed on May 08, 2019
24,280
N/A
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q1 2019 Filed on May 08, 2019
20,015
$22.7 - $24.16 $454K - $484K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
Q1 2019 Filed on May 08, 2019
2,373
$85.19 - $88.82 $202K - $211K
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