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
HTLF
Heartland Financial Usa Inc

Financial Services
-2.23K
- 29.97%
$43.37 - $58.97 $96.5K - $131K
5.2K $294K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.78K
- 34.51%
$57.22 - $80.08 $102K - $143K
3.38K $263K
PPL
Ppl Corp

Utilities
-2.27K
- 25.45%
$27.36 - $33.08 $62.2K - $75.2K
6.66K $220K
SYK
Stryker Corp

Healthcare
-193
- 9.31%
$315.94 - $371.96 $61K - $71.8K
1.88K $679K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.18K
- 11.9%
$405.19 - $478.57 $885K - $1.05M
16.2K $7.44M
WMB
Williams Companies, Inc.

Energy
-1.22K
- 12.05%
$41.24 - $46.22 $50.1K - $56.2K
8.87K $404K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-73
- 6.8%
$194.69 - $239.18 $14.2K - $17.5K
1K $208K
GRMN
Garmin LTD

Technology
-298
- 12.87%
$161.1 - $183.29 $48K - $54.6K
2.02K $355K
NUE
Nucor Corp

Basic Materials
-34
- 1.61%
$137.77 - $166.14 $4.68K - $5.65K
2.07K $311K
HPE
Hewlett Packard Enterprise CO

Technology
-417
- 3.33%
$16.1 - $21.44 $6.71K - $8.94K
12.1K $247K
HYG
Ishares Tr

ETFs
-652
- 5.97%
$76.72 - $80.36 $50K - $52.4K
10.3K $824K
TKR
Timken CO

Industrials
-365
- 10.44%
$78.36 - $87.89 $28.6K - $32.1K
3.13K $263K
VB
Vanguard Small Cap ETF

ETFs
-195
- 12.36%
$214.77 - $237.72 $41.9K - $46.4K
1.38K $328K
CE
Celanese Corp

Basic Materials
-137
- 5.2%
$119.16 - $147.51 $16.3K - $20.2K
2.5K $339K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-740
- 2.18%
$25.04 - $25.21 $18.5K - $18.7K
33.3K $838K
GLD
Spdr Gold Trust

ETFs
-945
- 12.39%
$215.56 - $246.98 $204K - $233K
6.68K $1.62M
FITB
Fifth Third Bancorp

Financial Services
-1.21K
- 20.24%
$36.01 - $43.64 $43.6K - $52.8K
4.77K $204K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-67
- 2.14%
$147.95 - $191.05 $9.91K - $12.8K
3.06K $531K
XLO
Xilio Therapeutics, Inc.

Healthcare
-4.52K
- 18.07%
$0.73 - $1.02 $3.3K - $4.61K
20.5K $16K
CHD
Church & Dwight CO Inc

Consumer Defensive
-91
- 4.43%
$98.01 - $106.59 $8.92K - $9.7K
1.96K $205K
GIS
General Mills Inc

Consumer Defensive
-1.36K
- 15.32%
$62.5 - $75.15 $84.9K - $102K
7.51K $554K
BDX
Becton Dickinson & CO

Healthcare
-55
- 4.68%
$221.47 - $242.41 $12.2K - $13.3K
1.12K $269K
POCT
Innovator U.S. Equity Power Bu

ETFs
-209
- 3.07%
$37.79 - $38.95 $7.9K - $8.14K
6.6K $256K
VOX
Vanguard Communication Service

ETFs
-124
- 6.31%
$129.82 - $145.39 $16.1K - $18K
1.84K $267K
BWB
Bridgewater Bancshares Inc

Financial Services
-2.5K
- 19.08%
$11.21 - $14.81 $28K - $37K
10.6K $150K
CI
Cigna Corp

Healthcare
-54
- 5.13%
$319.12 - $367.1 $17.2K - $19.8K
998 $345K
ALL
Allstate Corp

Financial Services
-481
- 15.89%
$158.43 - $192.86 $76.2K - $92.8K
2.55K $482K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1
- 0.21%
$1024.09 - $1201.76 $1.02K - $1.2K
472 $496K
Linde PLC
-1.22K
- 28.19%
N/A
3.11K $0
Gsk PLC
-313
- 2.85%
N/A
10.7K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-1.43K
- 16.17%
N/A
7.41K $0
Ishares Tr
-78.7K
- 89.01%
N/A
9.71K $0
Mira Pharmaceuticals Inc
-86.8K
- 73.05%
N/A
32K $0
CAH
Cardinal Health Inc

Healthcare
-236
- 10.7%
$93.74 - $114.66 $22.1K - $27.1K
1.97K $217K
MDT
Medtronic PLC

Healthcare
-988
- 12.12%
$76.84 - $91.03 $75.9K - $89.9K
7.17K $645K
DOW
Dow Inc.

Basic Materials
-81
- 1.44%
$50.15 - $55.41 $4.06K - $4.49K
5.54K $302K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.14K
- 5.14%
$59.93 - $66.52 $68.1K - $75.6K
21K $1.4M
UNP
Union Pacific Corp

Industrials
-480
- 7.78%
$221.78 - $256.09 $106K - $123K
5.69K $1.4M
IR
Ingersoll Rand Inc.

Industrials
-123
- 4.88%
$86.9 - $100.4 $10.7K - $12.3K
2.4K $235K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-40
- 0.67%
$37.89 - $40.48 $1.52K - $1.62K
5.89K $238K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.83K
- 8.88%
$179.99 - $201.6 $330K - $370K
18.8K $3.78M
CB
Chubb LTD

Financial Services
-69
- 8.11%
$252.51 - $292.2 $17.4K - $20.2K
782 $225K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-134
- 0.22%
$23.13 - $23.43 $3.1K - $3.14K
60.2K $1.41M
IWR
Ishares Russell Mid Cap ETF

ETFs
-251
- 5.66%
$79.92 - $88.19 $20.1K - $22.1K
4.19K $369K
CTVA
Corteva, Inc.

Basic Materials
-212
- 4.75%
$50.72 - $58.78 $10.8K - $12.5K
4.25K $250K
CMCSA
Comcast Corp

Communication Services
-828
- 4.73%
$37.33 - $41.78 $30.9K - $34.6K
16.7K $696K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-48
- 1.88%
$113.45 - $126.18 $5.45K - $6.06K
2.5K $315K
IBB
Ishares Biotechnology ETF

ETFs
-10
- 0.6%
$135.09 - $149.47 $1.35K - $1.49K
1.65K $240K
DFAX
Dimensional ETF Tr
-4.71K
- 5.39%
$24.29 - $27.25 $114K - $128K
82.6K $2.23M
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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