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
Xerox Corp
Q4 2018 Filed on Feb 14, 2019
1,165
N/A
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q4 2018 Filed on Feb 14, 2019
925
$34.93 - $45.79 $32.3K - $42.4K
GEL
Genesis Energy LP

Energy
Q4 2018 Filed on Feb 14, 2019
1,700
$17.79 - $25.16 $30.2K - $42.8K
Thomson Reuters Corp
Q4 2018 Filed on Feb 14, 2019
1,126
N/A
CVE
Cenovus Energy Inc.

Energy
Q4 2018 Filed on Feb 14, 2019
4,238
$6.44 - $10.44 $27.3K - $44.2K
MGEE
Mge Energy Inc

Utilities
Q4 2018 Filed on Feb 14, 2019
608
$57.74 - $67.69 $35.1K - $41.2K
MAIN
Main Street Capital Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
939
$32.58 - $39.06 $30.6K - $36.7K
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
624
$62.78 - $92.45 $39.2K - $57.7K
Tcf Finl Corp
Q4 2018 Filed on Feb 14, 2019
1,450
N/A
EMN
Eastman Chemical CO

Basic Materials
Q4 2018 Filed on Feb 14, 2019
200
$67.69 - $97.36 $13.5K - $19.5K
Cbs Corp New
Q4 2018 Filed on Feb 14, 2019
960
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
3,271
$5.51 - $6.35 $18K - $20.8K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
4,611
$12.04 - $12.63 $55.5K - $58.2K
Weingarten Rlty Invs
Q4 2018 Filed on Feb 14, 2019
684
N/A
FLT
Fleetcor Technologies Inc

Technology
Q4 2018 Filed on Feb 14, 2019
113
$175.5 - $226.1 $19.8K - $25.5K
SF
Stifel Financial Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
166
$26.01 - $34.84 $4.32K - $5.78K
PAC
Pacific Airport Group

Industrials
Q4 2018 Filed on Feb 14, 2019
49
$65.87 - $110.6 $3.23K - $5.42K
CQP
Cheniere Energy Partners, L.P.

Energy
Q4 2018 Filed on Feb 14, 2019
1,100
$33.02 - $39.82 $36.3K - $43.8K
IPGP
Ipg Photonics Corp

Technology
Q4 2018 Filed on Feb 14, 2019
41
$105.65 - $157.42 $4.33K - $6.45K
TWTR
Twitter, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
1,769
$26.45 - $36.25 $46.8K - $64.1K
MRO
Marathon Oil Corp

Energy
Q4 2018 Filed on Feb 14, 2019
2,044
$12.66 - $23.99 $25.9K - $49K
KEX
Kirby Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
400
$62.29 - $85.32 $24.9K - $34.1K
FNDC
Schwab Fundamental Intl Small

ETFs
Q4 2018 Filed on Feb 14, 2019
76
N/A
A
Agilent Technologies, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
445
$61.13 - $74.67 $27.2K - $33.2K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q4 2018 Filed on Feb 14, 2019
500
N/A
LFUS
Littelfuse Inc

Technology
Q4 2018 Filed on Feb 14, 2019
18
$155.15 - $195.58 $2.79K - $3.52K
Aon PLC
Q4 2018 Filed on Feb 14, 2019
205
N/A
CPB
Campbell Soup CO

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
981
$32.99 - $40.55 $32.4K - $39.8K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
288
$94.4 - $126.76 $27.2K - $36.5K
ALV
Autoliv Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
207
$69.78 - $90.81 $14.4K - $18.8K
SWX
Southwest Gas Holdings, Inc.

Utilities
Q4 2018 Filed on Feb 14, 2019
446
$74.09 - $84.77 $33K - $37.8K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
471
$58.05 - $93.0 $27.3K - $43.8K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
405
$48.44 - $60.82 $19.6K - $24.6K
AXGN
Axogen, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
827
$17.09 - $38.25 $14.1K - $31.6K
LIT
Global X Fds Global X Lithium

ETFs
Q4 2018 Filed on Feb 14, 2019
892
N/A
CLB
Core Laboratories N V

Energy
Q4 2018 Filed on Feb 14, 2019
270
$57.17 - $121.03 $15.4K - $32.7K
BIIB
Biogen Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
292
$278.5 - $352.75 $81.3K - $103K
HSIC
Henry Schein Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
369
$58.32 - $70.9 $21.5K - $26.2K
AES
Aes Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
625
$13.82 - $16.01 $8.64K - $10K
Hcp Inc
Q4 2018 Filed on Feb 14, 2019
955
N/A
Altaba Inc
Q4 2018 Filed on Feb 14, 2019
745
N/A
IYE
Ishares Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
750
$29.27 - $43.05 $22K - $32.3K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q4 2018 Filed on Feb 14, 2019
337
N/A
ZION
Zions Bancorporation, National Association

Financial Services
Q4 2018 Filed on Feb 14, 2019
265
$38.51 - $52.09 $10.2K - $13.8K
IART
Integra Lifesciences Holdings Corp

Healthcare
Q4 2018 Filed on Feb 14, 2019
33
$42.62 - $64.51 $1.41K - $2.13K
Cigna Corporation
Q4 2018 Filed on Feb 14, 2019
82
N/A
MLM
Martin Marietta Materials Inc

Basic Materials
Q4 2018 Filed on Feb 14, 2019
74
$153.43 - $198.26 $11.4K - $14.7K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
821
$4.71 - $6.45 $3.87K - $5.3K
Fly Leasing LTD
Q4 2018 Filed on Feb 14, 2019
380
N/A
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