Avantax Planning Partners, Inc. Incresed Positions in Q4 2024

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
CHD
Church & Dwight CO Inc

Consumer Defensive
32
+ 1.63%
$99.11 - $112.25 $3.17K - $3.59K
1.99K $208K
ETN
Eaton Corp PLC

Industrials
6
+ 0.29%
$326.96 - $377.52 $1.96K - $2.27K
2.08K $691K
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
Inspire Veterinary Partner
160K
+ 186.05%
N/A
246K $0
Linde PLC
114
+ 3.67%
N/A
3.22K $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
Abvc Biopharma Inc
105K
+ 269.15%
N/A
144K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
40.4K
+ 192.75%
$22.01 - $66.82 $890K - $2.7M
61.4K $1.39M
FITB
Fifth Third Bancorp

Financial Services
41
+ 0.86%
$41.76 - $48.44 $1.71K - $1.99K
4.81K $203K
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
WM
Waste Management Inc

Industrials
75
+ 2.3%
$201.79 - $228.46 $15.1K - $17.1K
3.33K $671K
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
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
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
730
+ 2.34%
$21.66 - $22.69 $15.8K - $16.6K
31.9K $695K
IXC
Ishares Tr Global Energy ETF

ETFs
4
+ 0.08%
$36.95 - $43.06 $148 - $172
5.3K $202K
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
NSC
Norfolk Southern Corp

Industrials
5
+ 0.23%
$230.6 - $277.0 $1.15K - $1.39K
2.17K $509K
CSX
Csx Corp

Industrials
30
+ 0.21%
$31.58 - $36.88 $947 - $1.11K
14K $451K
DD
Du Pont De Nemours, Inc.

Basic Materials
100
+ 2.9%
$75.95 - $88.05 $7.6K - $8.81K
3.55K $270K
SBUX
Starbucks Corp

Consumer Cyclical
462
+ 3.7%
$87.44 - $102.5 $40.4K - $47.4K
12.9K $1.18M
LOW
Lowes Companies Inc

Consumer Cyclical
14
+ 0.8%
$244.52 - $284.07 $3.42K - $3.98K
1.76K $434K
ADBE
Adobe Inc.

Technology
315
+ 12.79%
$437.39 - $552.96 $138K - $174K
2.78K $1.23M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17
+ 0.14%
$34.13 - $37.35 $580 - $635
12.5K $427K
CEG
Constellation Energy Corp

Utilities
98
+ 4.89%
$224.28 - $285.52 $22K - $28K
2.1K $473K
SHW
Sherwin Williams CO

Basic Materials
35
+ 2.36%
$338.75 - $399.71 $11.9K - $14K
1.52K $514K
IDEV
Ishares Core Msci Intl Develop

ETFs
284
+ 2.54%
$64.18 - $70.42 $18.2K - $20K
11.5K $738K
CI
Cigna Corp

Healthcare
5
+ 0.5%
$265.59 - $358.58 $1.33K - $1.79K
1K $276K
KLAC
Kla Corp

Technology
16
+ 2.89%
$614.46 - $829.55 $9.83K - $13.3K
570 $359K
BKH
Black Hills Corp

Utilities
143
+ 0.44%
$57.6 - $64.66 $8.24K - $9.25K
32.8K $1.92M
DOW
Dow Inc.

Basic Materials
77
+ 1.39%
$39.1 - $55.34 $3.01K - $4.26K
5.62K $225K
CVX
Chevron Corp

Energy
375
+ 0.65%
$141.15 - $162.53 $52.9K - $60.9K
57.8K $8.37M
MPC
Marathon Petroleum Corp

Energy
17
+ 0.46%
$131.65 - $174.84 $2.24K - $2.97K
3.7K $515K
HD
Home Depot, Inc.

Consumer Cyclical
853
+ 3.29%
$385.02 - $431.37 $328K - $368K
26.8K $10.4M
KMB
Kimberly Clark Corp

Consumer Defensive
937
+ 4.85%
$130.37 - $146.09 $122K - $137K
20.3K $2.65M
EFG
Msci Eafe Growth ETF

ETFs
21
+ 0.23%
$96.83 - $106.88 $2.03K - $2.24K
9.14K $884K
AMT
American Tower Corp

Real Estate
44
+ 2.02%
$179.4 - $232.01 $7.89K - $10.2K
2.22K $407K
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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