Avantax Planning Partners, Inc. Reduced Holdings in Q3 2024

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-589K
- 13.12%
$92.63 - $105.69 $54.6M - $62.3M
3.9M $407M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-714K
- 17.76%
$73.43 - $80.37 $52.4M - $57.4M
3.31M $266M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-678K
- 25.02%
$25.38 - $26.27 $17.2M - $17.8M
2.03M $53.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-468K
- 13.09%
$77.02 - $85.06 $36M - $39.8M
3.11M $263M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-192K
- 21.01%
$51.0 - $52.05 $9.79M - $10M
722K $37.5M
VIG
Vanguard Dividend Appreciation

ETFs
-46.9K
- 21.52%
$182.15 - $182.15 $8.53M - $8.53M
171K $31.1M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-312K
- 29.5%
$24.07 - $24.62 $7.5M - $7.68M
745K $18.3M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-288K
- 73.85%
$24.39 - $25.28 $7.03M - $7.29M
102K $2.57M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-19.1K
- 21.58%
$332.02 - $382.76 $6.35M - $7.32M
69.5K $26.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-263K
- 7.74%
$45.2 - $47.87 $11.9M - $12.6M
3.14M $149M
HYD
Vaneck High Yield Muni ETF

ETFs
-118K
- 25.02%
$51.46 - $53.07 $6.08M - $6.28M
354K $18.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
-54.8K
- 42.17%
$103.87 - $117.59 $5.69M - $6.45M
75.2K $8.82M
EFV
Msci Eafe Value ETF

ETFs
-111K
- 54.51%
$51.72 - $57.96 $5.76M - $6.45M
92.9K $5.34M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-149K
- 33.26%
$41.9 - $48.26 $6.26M - $7.21M
300K $14.3M
AVUV
American Centy ETF Tr Avantis

ETFs
-117K
- 12.13%
$88.24 - $99.7 $10.3M - $11.7M
849K $81.4M
IEMG
Ishares Inc

ETFs
-95.3K
- 35.45%
$53.64 - $53.64 $5.11M - $5.11M
173K $9.3M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-300K
- 15.64%
$27.15 - $30.78 $8.16M - $9.25M
1.62M $49.3M
IWS
Ishares Russell Midcap Value E

ETFs
-41.9K
- 44.97%
$119.52 - $132.25 $5.01M - $5.55M
51.3K $6.79M
MSFT
Microsoft Corp

Technology
-8.25K
- 15.76%
$395.15 - $467.56 $3.26M - $3.86M
44.1K $19M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-85.6K
- 20.21%
$54.98 - $59.51 $4.7M - $5.09M
338K $20.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
-30.9K
- 41.22%
$149.02 - $167.67 $4.61M - $5.19M
44.1K $7.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-118K
- 20.25%
$48.51 - $52.86 $5.73M - $6.25M
466K $24.6M
NVDA
Nvidia Corp

Technology
-30.1K
- 35.26%
$98.91 - $134.91 $2.98M - $4.06M
55.2K $6.71M
IWN
Ishares Russell2000 Val ETF

ETFs
-25.4K
- 40.04%
$150.05 - $171.34 $3.81M - $4.35M
38K $6.34M
MRK
Merck & Co., Inc.

Healthcare
-19.7K
- 20.15%
$111.15 - $128.97 $2.19M - $2.54M
78K $8.86M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-55.2K
- 23.3%
$80.13 - $88.89 $4.42M - $4.9M
182K $16M
JPM
Jpmorgan Chase & CO

Financial Services
-17.9K
- 25.74%
$194.9 - $224.8 $3.5M - $4.03M
51.8K $10.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-278K
- 9.1%
$36.98 - $41.55 $10.3M - $11.5M
2.77M $114M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-81.5K
- 16.19%
$58.03 - $65.37 $4.73M - $5.33M
422K $27.3M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-80.9K
- 86.58%
$37.61 - $41.72 $3.04M - $3.38M
12.5K $523K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-63.9K
- 11.69%
$50.15 - $51.27 $3.2M - $3.28M
483K $24.7M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-58.1K
- 15.36%
$51.78 - $52.98 $3.01M - $3.08M
320K $16.9M
MUB
Ishares National Muni Bond ETF

ETFs
-31.4K
- 9.6%
$106.13 - $108.7 $3.33M - $3.41M
295K $32.1M
CVX
Chevron Corp

Energy
-13.5K
- 18.98%
$137.88 - $161.97 $1.86M - $2.18M
57.4K $8.46M
TXN
Texas Instruments Inc

Technology
-13.4K
- 22.78%
$194.6 - $194.6 $2.6M - $2.6M
45.3K $8.82M
MMM
3 M CO

Industrials
-28.5K
- 75.4%
$99.69 - $139.42 $2.84M - $3.98M
9.31K $1.27M
IDV
Ishares Tr

ETFs
-87.1K
- 84.84%
$27.62 - $30.64 $2.4M - $2.67M
15.6K $470K
PEP
Pepsico Inc

Consumer Defensive
-14.7K
- 23.11%
$161.9 - $179.3 $2.38M - $2.63M
48.8K $8.3M
NUDM
Nuveen Esg International Devel

ETFs
-71.6K
- 76.0%
$30.15 - $34.01 $2.16M - $2.43M
22.6K $760K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-87K
- 74.62%
$23.75 - $23.75 $2.07M - $2.07M
29.6K $703K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-32K
- 74.64%
$61.11 - $67.85 $1.96M - $2.17M
10.9K $738K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
-86.7K
- 89.92%
$22.2 - $23.71 $1.92M - $2.05M
9.71K $228K
AMZN
Amazon Com Inc

Consumer Cyclical
-9.1K
- 28.55%
$161.02 - $200.0 $1.46M - $1.82M
22.8K $4.24M
PFE
Pfizer Inc

Healthcare
-76.7K
- 22.38%
$27.7 - $31.39 $2.12M - $2.41M
266K $7.7M
VLO
Valero Energy Corp

Energy
-6K
- 12.56%
$132.81 - $163.48 $796K - $980K
41.7K $5.64M
GOOGL
Alphabet Inc.

Communication Services
-7.84K
- 26.83%
$148.65 - $191.18 $1.16M - $1.5M
21.4K $3.54M
BAC
Bank Of America Corp

Financial Services
-44K
- 27.42%
$36.65 - $44.13 $1.61M - $1.94M
116K $4.62M
SUB
Ishares Short Term National Mu

ETFs
-17.3K
- 20.21%
$104.3 - $106.3 $1.8M - $1.84M
68.2K $7.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.9K
- 21.03%
$517.38 - $573.86 $2.02M - $2.24M
14.6K $8.4M
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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