Avantax Planning Partners, Inc. Purchases in Q3 2025

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOX
Vanguard Communication Service

ETFs
81
+ 2.8%
$169.0 - $192.17 $13.7K - $15.6K
2.98K $558K
DC
Dakota Gold Corp.

Basic Materials
13.6K
New
$3.6 - $4.94 $49K - $67.2K
13.6K $61K
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.22%
$215.01 - $273.02 $860 - $1.09K
1.86K $466K
IWV
Ishares Russell 3000 ETF

ETFs
3
+ 0.15%
$351.04 - $379.81 $1.05K - $1.14K
1.96K $741K
C
Citigroup Inc

Financial Services
14
+ 0.42%
$85.57 - $103.49 $1.2K - $1.45K
3.31K $336K
CGGR
Capital Group Growth ETF Shs C

ETFs
78
+ 0.52%
$40.2 - $44.58 $3.14K - $3.48K
15K $660K
IEFA
Ishares Tr

ETFs
363
+ 7.26%
$81.7 - $87.53 $29.7K - $31.8K
5.36K $468K
DIS
Walt Disney CO

Communication Services
1.01K
+ 14.79%
$112.25 - $124.0 $113K - $125K
7.8K $892K
ISRG
Intuitive Surgical Inc

Healthcare
423
+ 29.27%
$433.66 - $544.47 $183K - $230K
1.87K $835K
BA
Boeing CO

Industrials
105
+ 2.52%
$209.79 - $237.38 $22K - $24.9K
4.27K $921K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7
+ 0.07%
$136.48 - $142.97 $955 - $1K
10.3K $1.44M
COST
Costco Wholesale Corp

Consumer Defensive
354
+ 8.1%
$915.95 - $994.57 $324K - $352K
4.73K $4.38M
ALL
Allstate Corp

Financial Services
50
+ 1.96%
$192.0 - $214.65 $9.6K - $10.7K
2.6K $557K
XLU
Utilities Sector Spdr

ETFs
183
+ 4.09%
$81.14 - $87.32 $14.8K - $16K
4.66K $406K
WFC
Wells Fargo & Company

Financial Services
5
+ 0.05%
$77.05 - $85.16 $385 - $426
10.6K $887K
ETN
Eaton Corp PLC

Industrials
3
+ 0.15%
$342.99 - $392.76 $1.03K - $1.18K
2.04K $763K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
20
+ 1.77%
$435.72 - $463.74 $8.71K - $9.27K
1.15K $533K
DD
Du Pont De Nemours, Inc.

Basic Materials
34
+ 0.95%
$69.9 - $78.26 $2.38K - $2.66K
3.63K $282K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.28%
$696.56 - $806.32 $697 - $806
359 $285K
ORI
Old Republic International Corp

Financial Services
75
+ 1.06%
$35.74 - $42.47 $2.68K - $3.19K
7.18K $304K
AEP
American Electric Power CO Inc

Utilities
2
+ 0.07%
$103.26 - $115.0 $207 - $230
3.03K $340K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.05%
$250.62 - $279.43 $251 - $279
2.16K $604K
AVLV
American Centy ETF Tr Avantis
33
+ 0.58%
$68.33 - $72.69 $2.25K - $2.4K
5.68K $410K
CMF
Ishares California Muni Bond E

ETFs
212
+ 2.07%
$55.16 - $57.13 $11.7K - $12.1K
10.5K $597K
VFH
Vanguard Financial ETF

ETFs
25
+ 0.46%
$125.23 - $132.78 $3.13K - $3.32K
5.51K $722K
KEY
Keycorp

Financial Services
194
+ 1.88%
$17.37 - $19.39 $3.37K - $3.76K
10.5K $196K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
610
+ 4.29%
$25.0 - $25.33 $15.3K - $15.5K
14.8K $375K
NUE
Nucor Corp

Basic Materials
30
+ 1.5%
$133.3 - $150.33 $4K - $4.51K
2.03K $274K
NKE
Nike, Inc.

Consumer Cyclical
324
+ 5.13%
$69.24 - $79.24 $22.4K - $25.7K
6.64K $463K
MSTR
Microstrategy Inc

Technology
353
+ 29.27%
$300.7 - $455.9 $106K - $161K
1.56K $502K
SPGI
S&P Global Inc.

Financial Services
56
+ 14.29%
$484.94 - $564.15 $27.2K - $31.6K
448 $218K
JPIE
J P Morgan Exchange Traded Fd
185
+ 0.63%
$46.01 - $46.55 $8.51K - $8.61K
29.4K $1.37M
ET
Energy Transfer LP

Energy
2.38K
+ 7.5%
$17.11 - $18.16 $40.6K - $43.1K
34.1K $584K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3
+ 0.42%
$301.44 - $365.84 $904 - $1.1K
712 $230K
EMLP
First Tr Exchange Traded Iv

ETFs
5
+ 0.05%
$36.99 - $38.38 $185 - $192
9.8K $375K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2
+ 0.05%
$107.66 - $112.36 $215 - $225
3.65K $406K
CLX
Clorox CO

Consumer Defensive
1
+ 0.05%
$117.67 - $131.43 $118 - $131
2.17K $267K
PGR
Progressive Corp

Financial Services
99
+ 10.59%
$238.61 - $264.3 $23.6K - $26.2K
1.03K $255K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
69
+ 0.98%
$50.85 - $51.35 $3.51K - $3.54K
7.1K $363K
Linde PLC
357
+ 9.48%
N/A
4.12K $0
AVGE
American Centy ETF Tr Avantis
1.91K
+ 22.63%
N/A
10.4K $0
Slide Ins Hldgs Inc
18.5K
New
N/A
18.5K $0
KKR
Kkr & Co. Inc.

Financial Services
9
+ 0.45%
$129.95 - $152.16 $1.17K - $1.37K
2.01K $261K
AMP
Ameriprise Financial Inc

Financial Services
17
+ 3.42%
$486.13 - $544.55 $8.26K - $9.26K
514 $252K
CARR
Carrier Global Corp

Industrials
527
+ 15.56%
$58.75 - $80.73 $31K - $42.5K
3.91K $233K
PYPL
Pay Pal Holdings, Inc.

Financial Services
35
+ 1.17%
$65.64 - $78.22 $2.3K - $2.74K
3.03K $203K
BSX
Boston Scientific Corp

Healthcare
290
+ 6.05%
$97.03 - $108.14 $28.1K - $31.4K
5.09K $496K
ABT
Abbott Laboratories

Healthcare
130
+ 0.55%
$120.51 - $136.62 $15.7K - $17.8K
23.9K $3.21M
GWW
W.W. Grainger, Inc.

Industrials
8
+ 1.72%
$932.44 - $1059.49 $7.46K - $8.48K
474 $451K
Activity Summary
Buys All Purchases 163 New Holdings 16 Increased Positions 147 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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