Avantax Planning Partners, Inc. Portfolio Holdings
Avantax Planning Partners, Inc.
- $2.76 Billion
- Q4 2024
Avantax Planning Partners, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.76 Billion distributed in 430 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $428M, Schwab Strategic Tr Us Large C with a value of $259M, Schwab Strategic Tr Us Dividen with a value of $256M, Schwab Us Aggregate Bond ETF with a value of $148M, and Schwab Strategic Tr Intl Eqty with a value of $110M.
Examining the 13F form we can see an decrease of $19.3M in the current position value, from $2.78B to 2.76B.
Below you can find more details about Avantax Planning Partners, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 430
- Current Value $2.76 Billion
- Prior Value $2.78 Billion
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 20 stocks
- Additional Purchases 184 stocks
- Sold out of 0 stocks
- Reduced holdings in 151 stocks