Avantax Planning Partners, Inc. Purchases in Q4 2024

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.13K
+ 19.81%
$71.75 - $75.11 $225K - $235K
18.9K $1.36M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
23K
New
$7.17 - $12.28 $165K - $282K
23K $170K
EMR
Emerson Electric CO

Industrials
154
+ 1.5%
$108.13 - $134.33 $16.7K - $20.7K
10.4K $1.29M
IDV
Ishares Tr

ETFs
7.58K
+ 48.76%
$27.03 - $29.92 $205K - $227K
23.1K $633K
NOW
Service Now, Inc.

Technology
14
+ 1.6%
$867.18 - $1148.42 $12.1K - $16.1K
890 $943K
WSBC
Wesbanco Inc

Financial Services
756
+ 1.58%
$28.7 - $36.45 $21.7K - $27.6K
48.5K $1.58M
MCK
Mckesson Corp

Healthcare
1
+ 0.05%
$482.27 - $628.5 $482 - $629
2K $1.14M
MA
Mastercard Inc

Financial Services
174
+ 11.85%
$491.3 - $536.15 $85.5K - $93.3K
1.64K $864K
VOX
Vanguard Communication Service

ETFs
748
+ 40.65%
$144.31 - $163.57 $108K - $122K
2.59K $401K
FPE
First Tr Pfd Secs & Income ETF

ETFs
8.34K
+ 23.65%
$17.65 - $18.18 $147K - $152K
43.6K $771K
EOG
Eog Resources Inc

Energy
1.13K
+ 3.49%
$118.22 - $136.54 $133K - $154K
33.5K $4.1M
HTLF
Heartland Financial Usa Inc

Financial Services
1.54K
+ 29.55%
$54.47 - $69.06 $83.7K - $106K
6.74K $413K
XLY
Select Sector Spdr Consumer Di

ETFs
308
+ 15.44%
$194.8 - $239.43 $60K - $73.7K
2.3K $516K
BA
Boeing CO

Industrials
43
+ 1.0%
$138.14 - $180.72 $5.94K - $7.77K
4.34K $767K
INTU
Intuit Inc

Technology
169
+ 20.05%
$602.01 - $706.25 $102K - $119K
1.01K $636K
ACN
Accenture PLC

Technology
333
+ 12.61%
$343.9 - $376.86 $115K - $125K
2.97K $1.05M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
793
+ 19.7%
$121.89 - $135.52 $96.7K - $107K
4.82K $602K
XLE
Energy Sector Spdr

ETFs
1.22K
+ 49.25%
$83.32 - $97.27 $101K - $118K
3.69K $315K
VUG
Vanguard Growth ETF

ETFs
53
+ 1.83%
$378.79 - $428.11 $20.1K - $22.7K
2.95K $1.21M
SCHP
Schwab Strategic Us Tips ETF

ETFs
84.4K
+ 112.63%
$25.74 - $53.78 $2.17M - $4.54M
159K $4.12M
PM
Philip Morris International Inc.

Consumer Defensive
885
+ 8.12%
$118.38 - $133.06 $105K - $118K
11.8K $1.42M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
6.51K
+ 40.07%
$32.82 - $45.55 $214K - $296K
22.7K $760K
SNPS
Synopsys Inc

Technology
204
+ 23.23%
$485.36 - $588.0 $99K - $120K
1.08K $525K
ITW
Illinois Tool Works Inc

Industrials
681
+ 6.23%
$253.56 - $278.5 $173K - $190K
11.6K $2.94M
ISRG
Intuitive Surgical Inc

Healthcare
89
+ 9.25%
$471.27 - $550.62 $41.9K - $49K
1.05K $548K
HON
Honeywell International Inc

Industrials
49
+ 1.44%
$202.84 - $236.0 $9.94K - $11.6K
3.44K $777K
FHI
Federated Hermes, Inc.

Financial Services
1.04K
+ 14.86%
$36.01 - $43.31 $37.5K - $45K
8.04K $330K
XLI
Industrial Sector Spdr

ETFs
579
+ 35.03%
$131.76 - $143.99 $76.3K - $83.4K
2.23K $294K
IVV
Ishares Core S&P 500 ETF

ETFs
28
+ 0.62%
$570.51 - $610.59 $16K - $17.1K
4.54K $2.67M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26
+ 0.06%
$66.77 - $71.52 $1.74K - $1.86K
45.7K $3.15M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
12.1K
+ 2.51%
$50.02 - $51.24 $605K - $620K
495K $24.8M
SNA
Snap On Inc

Industrials
2
+ 0.15%
$285.44 - $371.35 $571 - $743
1.3K $442K
EPD
Enterprise Products Partners L.P.

Energy
330
+ 1.43%
$28.66 - $34.43 $9.46K - $11.4K
23.3K $732K
XLK
Technology Sector Spdr

ETFs
2
+ 0.02%
$220.26 - $241.44 $441 - $483
8.86K $2.06M
GLD
Spdr Gold Trust

ETFs
277
+ 4.15%
$236.59 - $257.5 $65.5K - $71.3K
6.96K $1.68M
GILD
Gilead Sciences, Inc.

Healthcare
322
+ 9.65%
$83.95 - $97.9 $27K - $31.5K
3.66K $337K
BR
Broadridge Financial Solutions, Inc.

Technology
200
+ 20.94%
$209.64 - $236.44 $41.9K - $47.3K
1.16K $261K
XLV
Select Sector Spdr Fund Health

ETFs
576
+ 40.31%
$136.28 - $154.74 $78.5K - $89.1K
2.01K $275K
SYK
Stryker Corp

Healthcare
152
+ 8.09%
$345.14 - $392.15 $52.5K - $59.6K
2.03K $731K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
817
+ 4.12%
$61.68 - $67.87 $50.4K - $55.4K
20.6K $1.29M
DHR
Danaher Corp

Healthcare
626
+ 32.17%
$226.16 - $274.52 $142K - $172K
2.57K $590K
ABT
Abbott Laboratories

Healthcare
621
+ 2.55%
$111.93 - $119.39 $69.5K - $74.1K
25K $2.82M
SRE
Sempra Energy

Utilities
147
+ 2.02%
$80.81 - $94.77 $11.9K - $13.9K
7.42K $651K
TTE
Total Energies Se

Energy
567
+ 9.32%
N/A
6.65K $456K
C
Citigroup Inc

Financial Services
67
+ 1.77%
$61.31 - $72.5 $4.11K - $4.86K
3.85K $271K
VFH
Vanguard Financial ETF

ETFs
3
+ 0.08%
$108.87 - $126.2 $327 - $379
3.94K $465K
TRV
Travelers Companies, Inc.

Financial Services
74
+ 3.42%
$225.97 - $266.66 $16.7K - $19.7K
2.24K $538K
OKE
Oneok Inc

Energy
15
+ 0.47%
$92.28 - $117.05 $1.38K - $1.76K
3.2K $320K
RTX
Raytheon Technologies Corp

Industrials
576
+ 8.49%
$114.45 - $127.21 $65.9K - $73.3K
7.36K $851K
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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