Avantax Planning Partners, Inc. Sells in Q3 2024

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
-801
- 48.72%
$602.97 - $670.49 $483K - $537K
843 $523K
ADP
Automatic Data Processing Inc

Industrials
-4.57K
- 22.93%
$233.44 - $279.45 $1.07M - $1.28M
15.4K $4.25M
KMB
Kimberly Clark Corp

Consumer Defensive
-4.1K
- 17.51%
$135.05 - $148.35 $554K - $609K
19.3K $2.75M
NOW
Service Now, Inc.

Technology
-738
- 45.72%
$730.87 - $937.36 $539K - $692K
876 $783K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-13.2K
- 6.77%
$49.93 - $51.15 $661K - $677K
182K $9.32M
VBK
Vanguard Small Cap Growth ETF

ETFs
-3.96K
- 11.47%
$240.48 - $267.94 $952K - $1.06M
30.6K $8.17M
JNJ
Johnson & Johnson

Healthcare
-7.84K
- 15.39%
$145.48 - $167.38 $1.14M - $1.31M
43.1K $6.99M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-6.23K
- 20.41%
$84.81 - $93.54 $529K - $583K
24.3K $2.23M
ISRG
Intuitive Surgical Inc

Healthcare
-1.1K
- 53.41%
$416.14 - $494.01 $459K - $545K
962 $472K
GD
General Dynamics Corp

Industrials
-1.7K
- 30.52%
$279.51 - $308.09 $474K - $523K
3.86K $1.17M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.44K
- 20.89%
$531.86 - $624.21 $764K - $897K
5.44K $3.37M
SNPS
Synopsys Inc

Technology
-590
- 40.19%
$463.97 - $621.3 $274K - $367K
878 $444K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.08K
- 9.97%
$434.77 - $502.96 $469K - $542K
9.74K $4.75M
CRM
Salesforce, Inc.

Technology
-1.89K
- 35.65%
$238.42 - $276.53 $451K - $523K
3.41K $934K
CSCO
Cisco Systems, Inc.

Technology
-26.8K
- 15.13%
$44.74 - $53.22 $1.2M - $1.43M
150K $7.99M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.92K
- 26.71%
$181.06 - $197.17 $528K - $575K
8K $1.58M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-34.9K
- 8.88%
$85.03 - $94.56 $2.97M - $3.3M
358K $33.3M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-50.8K
- 16.5%
$11.52 - $12.52 $585K - $636K
257K $3.17M
ACN
Accenture PLC

Technology
-1.69K
- 38.97%
$295.44 - $355.81 $498K - $600K
2.64K $933K
F
Ford Motor CO

Consumer Cyclical
-23.2K
- 36.41%
$9.71 - $14.55 $226K - $338K
40.6K $428K
MA
Mastercard Inc

Financial Services
-987
- 40.2%
$429.6 - $500.99 $424K - $494K
1.47K $724K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-4.55K
- 38.67%
$73.86 - $84.2 $336K - $383K
7.22K $596K
PSX
Phillips 66

Energy
-1.27K
- 6.46%
$125.0 - $147.17 $158K - $186K
18.3K $2.41M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-9.46K
- 13.3%
$38.49 - $41.61 $364K - $394K
61.7K $2.56M
WFC
Wells Fargo & Company

Financial Services
-4.46K
- 29.7%
$51.58 - $60.97 $230K - $272K
10.6K $596K
CGGR
Capital Group Growth ETF Shs C

ETFs
-9.17K
- 35.75%
$30.71 - $34.79 $282K - $319K
16.5K $573K
WM
Waste Management Inc

Industrials
-1.16K
- 26.33%
$196.96 - $223.45 $229K - $260K
3.25K $675K
BAFN
Bay First Financial Corp.

Financial Services
-26.5K
- 47.25%
$11.63 - $14.07 $308K - $373K
29.6K $389K
INTC
Intel Corp

Technology
-813
- 2.58%
$18.9 - $34.87 $15.4K - $28.3K
30.8K $721K
CGXU
Capital Group Intl Focus Equit

ETFs
-10.2K
- 55.65%
$24.27 - $27.46 $247K - $279K
8.11K $218K
NVO
Novo Nordisk A S

Healthcare
-1.35K
- 36.9%
$119.07 - $145.42 $161K - $196K
2.31K $274K
CMI
Cummins Inc

Industrials
-1.03K
- 52.65%
$266.63 - $326.4 $273K - $335K
922 $298K
IAPR
Innovator Etfs Tr Internationa

ETFs
-9.63K
- 32.33%
$26.49 - $28.58 $255K - $275K
20.2K $572K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-556
- 21.32%
$523.84 - $572.02 $291K - $318K
2.05K $1.17M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.8K
- 19.36%
$71.45 - $75.64 $271K - $287K
15.8K $1.19M
AXP
American Express CO

Financial Services
-1.43K
- 34.42%
$225.92 - $271.17 $323K - $387K
2.72K $737K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.26K
- 35.9%
$111.9 - $124.28 $252K - $280K
4.03K $497K
MCK
Mckesson Corp

Healthcare
-48
- 2.34%
$479.06 - $630.38 $23K - $30.3K
2K $988K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-9.66K
- 34.27%
$25.45 - $29.53 $246K - $285K
18.5K $540K
IBM
International Business Machines Corp

Technology
-12.9K
- 23.39%
$175.1 - $223.38 $2.26M - $2.88M
42.2K $9.34M
TSLA
Tesla, Inc.

Consumer Cyclical
-5.35K
- 28.24%
$191.76 - $263.26 $1.03M - $1.41M
13.6K $3.56M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-7.34K
- 30.77%
$26.42 - $26.67 $194K - $196K
16.5K $440K
OKE
Oneok Inc

Energy
-2.66K
- 45.51%
$78.62 - $95.27 $209K - $253K
3.18K $289K
ED
Consolidated Edison Inc

Utilities
-3.26K
- 31.02%
$88.42 - $104.97 $288K - $342K
7.24K $754K
ERIE
Erie Indemnity CO

Financial Services
-742
- 59.65%
$356.56 - $544.84 $265K - $404K
502 $270K
DIS
Walt Disney CO

Communication Services
-1.47K
- 12.39%
$85.6 - $98.61 $126K - $145K
10.4K $1M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.19K
- 40.48%
$213.3 - $270.78 $253K - $322K
1.75K $473K
IBMO
Ishares Tr Ibonds December 202

ETFs
-7.09K
- 29.27%
$25.26 - $25.66 $179K - $182K
17.1K $439K
HMOP
Hartford Fds Exchange Traded T

ETFs
-4.84K
- 17.08%
$38.61 - $39.46 $187K - $191K
23.5K $926K
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
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email