Avantax Planning Partners, Inc. Purchases in Q3 2024

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPIB
Jpmorgan International Bond Op

ETFs
180K
+ 59.7%
$46.96 - $48.73 $8.47M - $8.79M
483K $23.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
164K
+ 144.5%
$45.87 - $48.53 $7.51M - $7.95M
277K $13.4M
BMY
Bristol Myers Squibb CO

Healthcare
52.2K
+ 549.15%
$39.66 - $51.75 $2.07M - $2.7M
61.7K $3.19M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
12.6K
+ 4.67%
$71.9 - $79.86 $904K - $1M
282K $22.4M
AVEM
American Centy ETF Tr Avantis

ETFs
19K
+ 5.11%
$57.2 - $65.59 $1.09M - $1.25M
392K $25.3M
JPEM
Jp Morgan Diversified Return

ETFs
39.9K
+ 52.05%
$52.23 - $56.96 $2.08M - $2.27M
117K $6.6M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.62K
+ 1.35%
$81.1 - $89.18 $293K - $322K
272K $23.9M
AMGN
Amgen Inc

Healthcare
1.8K
+ 7.55%
$309.38 - $337.38 $558K - $609K
25.7K $8.28M
VTV
Vanguard Value ETF

ETFs
702
+ 1.51%
$159.75 - $174.57 $112K - $123K
47K $8.21M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
854
New
$460.0 - $505.78 $393K - $432K
854 $397K
IEFA
Ishares Tr

ETFs
3.5K
New
$70.09 - $78.74 $246K - $276K
3.5K $273K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
341
+ 11.23%
$475.2 - $527.7 $162K - $180K
3.38K $1.78M
NEE
Nextera Energy Inc

Utilities
47
+ 0.25%
$69.9 - $84.97 $3.29K - $3.99K
18.7K $1.58M
PFG
Principal Financial Group Inc

Financial Services
1
+ 0.0%
$72.94 - $87.46 $72.9 - $87.5
34.6K $2.97M
INGR
Ingredion Inc

Consumer Defensive
1.8K
New
$111.98 - $137.59 $202K - $248K
1.8K $247K
CARR
Carrier Global Corp

Industrials
2.93K
New
$61.9 - $80.88 $181K - $237K
2.93K $235K
GLW
Corning Inc

Technology
5.19K
New
$37.76 - $46.2 $196K - $240K
5.19K $234K
HNI
Hni Corp

Industrials
4.34K
New
$44.15 - $54.95 $191K - $238K
4.34K $233K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.89K
New
$65.04 - $84.24 $188K - $243K
2.89K $232K
SNY
Sanofi

Healthcare
4.03K
New
$48.54 - $58.53 $195K - $236K
4.03K $232K
BKH
Black Hills Corp

Utilities
60
+ 0.18%
$53.42 - $61.53 $3.21K - $3.69K
32.7K $2M
BALL
Ball Corp

Consumer Cyclical
3.25K
New
$58.86 - $67.91 $191K - $221K
3.25K $220K
XLV
Select Sector Spdr Fund Health

ETFs
1.43K
New
$143.3 - $157.24 $205K - $225K
1.43K $220K
TPL
Texas Pacific Land Corp

Energy
246
New
$724.86 - $952.13 $178K - $234K
246 $217K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.57K
New
$28.02 - $32.68 $184K - $215K
6.57K $212K
BR
Broadridge Financial Solutions, Inc.

Technology
955
New
$196.56 - $218.55 $188K - $209K
955 $205K
EFX
Equifax Inc

Industrials
697
New
$236.42 - $307.13 $165K - $214K
697 $204K
AVT
Avnet Inc

Technology
3.71K
New
$49.63 - $55.43 $184K - $206K
3.71K $201K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
44
+ 0.1%
$60.84 - $67.51 $2.68K - $2.97K
45.7K $3.09M
ENB
Enbridge Inc

Energy
2.78K
+ 34.35%
$35.27 - $41.18 $98.1K - $115K
10.9K $441K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.13K
+ 56.53%
$105.53 - $118.34 $119K - $134K
3.13K $365K
SCHP
Schwab Strategic Us Tips ETF

ETFs
454
+ 0.61%
$51.58 - $53.79 $23.4K - $24.4K
75K $4.02M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
741
+ 12.47%
$91.37 - $101.65 $67.7K - $75.3K
6.68K $679K
GWW
W.W. Grainger, Inc.

Industrials
34
+ 8.06%
$896.19 - $1044.18 $30.5K - $35.5K
456 $473K
EPD
Enterprise Products Partners L.P.

Energy
3.04K
+ 15.24%
$27.88 - $30.0 $84.9K - $91.3K
23K $670K
SPGI
S&P Global Inc.

Financial Services
94
+ 20.17%
$446.32 - $527.38 $42K - $49.6K
560 $289K
NFG
National Fuel Gas CO

Energy
892
+ 21.26%
$54.14 - $61.22 $48.3K - $54.6K
5.09K $308K
VUG
Vanguard Growth ETF

ETFs
116
+ 4.17%
$341.08 - $391.94 $39.6K - $45.5K
2.9K $1.11M
STZ
Constellation Brands, Inc.

Consumer Defensive
271
+ 4.09%
$236.42 - $259.82 $64.1K - $70.4K
6.9K $1.78M
HL
Hecla Mining CO

Basic Materials
10.1K
New
$4.74 - $7.18 $48K - $72.8K
10.1K $67K
VO
Vanguard Mid Cap ETF

ETFs
32
+ 1.21%
$237.84 - $263.83 $7.61K - $8.44K
2.67K $703K
SRE
Sempra Energy

Utilities
139
+ 1.95%
$74.97 - $84.04 $10.4K - $11.7K
7.28K $608K
CL
Colgate Palmolive CO

Consumer Defensive
266
+ 5.19%
$95.54 - $108.77 $25.4K - $28.9K
5.39K $559K
WPC
W. P. Carey Inc.

Real Estate
176
+ 2.81%
$54.63 - $63.96 $9.61K - $11.3K
6.44K $401K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
652
+ 5.51%
$33.74 - $37.96 $22K - $24.7K
12.5K $469K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
657
+ 15.29%
$50.02 - $54.5 $32.9K - $35.8K
4.95K $269K
IWB
Ishares Tr Russell 1000 ETF

ETFs
117
+ 14.5%
$283.28 - $314.39 $33.1K - $36.8K
924 $290K
NNDM
Nano Dimension Ltd.

Technology
18K
+ 120.0%
$2.04 - $2.53 $36.7K - $45.5K
33K $80K
VNQ
Vanguard Specialized Funds Van

ETFs
73
+ 2.86%
$82.97 - $98.97 $6.06K - $7.22K
2.62K $255K
Activity Summary
Buys All Purchases 76 New Holdings 22 Increased Positions 54 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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