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
CW
Curtiss Wright Corp

Industrials
11
+ 1.11%
$335.08 - $389.49 $3.69K - $4.28K
1K $355K
CMI
Cummins Inc

Industrials
12
+ 1.3%
$324.93 - $383.42 $3.9K - $4.6K
934 $325K
HPE
Hewlett Packard Enterprise CO

Technology
750
+ 6.19%
$19.31 - $23.95 $14.5K - $18K
12.9K $274K
EMLP
First Tr Exchange Traded Iv

ETFs
4
+ 0.03%
$33.69 - $38.24 $135 - $153
11.7K $415K
PNC
Pnc Financial Services Group, Inc.

Financial Services
11
+ 0.39%
$178.39 - $215.0 $1.96K - $2.37K
2.81K $541K
HBI
Hanesbrands Inc.

Consumer Cyclical
400
+ 1.55%
$6.91 - $8.91 $2.76K - $3.56K
26.2K $212K
SCHX
Schwab Strategic Tr Us Large C

ETFs
21.7K
+ 199.25%
$22.4 - $68.28 $486K - $1.48M
32.6K $754K
FDX
Fedex Corp

Industrials
29
+ 3.69%
$260.5 - $305.15 $7.55K - $8.85K
814 $229K
MTB
M&T Bank Corp

Financial Services
6
+ 0.43%
$172.48 - $221.95 $1.03K - $1.33K
1.4K $263K
APH
Amphenol Corp

Technology
19
+ 0.6%
$62.07 - $75.35 $1.18K - $1.43K
3.17K $220K
GWW
W.W. Grainger, Inc.

Industrials
6
+ 1.32%
$1023.06 - $1220.93 $6.14K - $7.33K
462 $486K
PLUG
Plug Power Inc

Industrials
6.56K
+ 53.95%
$1.87 - $2.67 $12.3K - $17.5K
18.7K $39K
ALL
Allstate Corp

Financial Services
13
+ 0.51%
$181.25 - $208.2 $2.36K - $2.71K
2.56K $493K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
150
+ 17.56%
$396.64 - $516.74 $59.5K - $77.5K
1K $404K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1
+ 0.04%
$124.61 - $133.96 $125 - $134
2.5K $322K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
418
+ 4.59%
$23.88 - $24.32 $9.98K - $10.2K
9.53K $228K
ETN
Eaton Corp PLC

Industrials
6
+ 0.29%
$326.96 - $377.52 $1.96K - $2.27K
2.08K $691K
CHD
Church & Dwight CO Inc

Consumer Defensive
32
+ 1.63%
$99.11 - $112.25 $3.17K - $3.59K
1.99K $208K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
202
+ 2.23%
$48.33 - $49.08 $9.76K - $9.91K
9.26K $448K
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.9K
+ 99.44%
$25.33 - $51.16 $326K - $658K
25.8K $667K
Crown Electrokinetics Corp
750K
New
N/A
750K $0
Gsk PLC
1.07K
+ 10.04%
N/A
11.7K $0
Cero Therapeutics Hldgs Inc
1.22M
+ 89.93%
N/A
2.59M $0
Sunation Energy Inc
26.7K
New
N/A
26.7K $0
Blackrock Inc
6.01K
New
N/A
6.01K $0
Vanguard Mun Bd Fds
5.9K
New
N/A
5.9K $0
Abvc Biopharma Inc
105K
+ 269.15%
N/A
144K $0
Spectral Ai Inc
71.5K
+ 44.72%
N/A
231K $0
Lam Research Corp
9.83K
New
N/A
9.83K $0
Linde PLC
114
+ 3.67%
N/A
3.22K $0
Inspire Veterinary Partner
160K
+ 186.05%
N/A
246K $0
FITB
Fifth Third Bancorp

Financial Services
41
+ 0.86%
$41.76 - $48.44 $1.71K - $1.99K
4.81K $203K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
40.4K
+ 192.75%
$22.01 - $66.82 $890K - $2.7M
61.4K $1.39M
CTVA
Corteva, Inc.

Basic Materials
107
+ 2.52%
$55.21 - $64.13 $5.91K - $6.86K
4.36K $248K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
31
+ 0.99%
$113.92 - $127.38 $3.53K - $3.95K
3.16K $363K
ORCL
Oracle Corp

Technology
429
+ 2.14%
$165.41 - $192.43 $71K - $82.6K
20.5K $3.42M
MUB
Ishares National Muni Bond ETF

ETFs
5.72K
+ 1.94%
$105.78 - $108.7 $605K - $622K
301K $32.1M
SPGI
S&P Global Inc.

Financial Services
13
+ 2.32%
$480.36 - $529.17 $6.24K - $6.88K
573 $285K
WM
Waste Management Inc

Industrials
75
+ 2.3%
$201.79 - $228.46 $15.1K - $17.1K
3.33K $671K
CARR
Carrier Global Corp

Industrials
454
+ 15.51%
$66.69 - $82.65 $30.3K - $37.5K
3.38K $230K
PVAL
Putnam ETF Tr Putnam Focused L
9
+ 0.06%
$36.85 - $39.99 $332 - $360
14.3K $532K
IXC
Ishares Tr Global Energy ETF

ETFs
4
+ 0.08%
$36.95 - $43.06 $148 - $172
5.3K $202K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
730
+ 2.34%
$21.66 - $22.69 $15.8K - $16.6K
31.9K $695K
EXC
Exelon Corp

Utilities
208
+ 2.88%
$36.22 - $40.97 $7.53K - $8.52K
7.43K $279K
BDX
Becton Dickinson & CO

Healthcare
4
+ 0.36%
$220.02 - $243.75 $880 - $975
1.12K $254K
HMOP
Hartford Fds Exchange Traded T

ETFs
9
+ 0.04%
$38.56 - $39.45 $347 - $355
23.5K $909K
MKC
Mccormick & CO Inc

Consumer Defensive
25
+ 0.83%
$73.97 - $84.09 $1.85K - $2.1K
3.03K $230K
SLV
I Shares Silver Trust

ETFs
101
+ 0.85%
$26.33 - $31.74 $2.66K - $3.21K
12K $316K
AFL
Aflac Inc

Financial Services
36
+ 1.03%
$100.37 - $115.27 $3.61K - $4.15K
3.52K $363K
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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