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
FTCS
First Trust Capital Strength E

ETFs
-15
- 0.11%
$83.58 - $90.94 $1.25K - $1.36K
13.1K $1.19M
SBUX
Starbucks Corp

Consumer Cyclical
-2K
- 13.81%
$72.51 - $98.6 $145K - $197K
12.5K $1.22M
CEG
Constellation Energy Corp

Utilities
-90
- 4.29%
$167.08 - $262.86 $15K - $23.7K
2.01K $521K
TJX
Tjx Companies Inc

Consumer Cyclical
-449
- 2.07%
$107.93 - $120.23 $48.5K - $54K
21.3K $2.5M
SHW
Sherwin Williams CO

Basic Materials
-42
- 2.76%
$294.65 - $384.0 $12.4K - $16.1K
1.48K $564K
WMT
Walmart Inc.

Consumer Defensive
-4.69K
- 12.16%
$66.91 - $81.4 $314K - $381K
33.9K $2.73M
TT
Trane Technologies PLC

Industrials
-112
- 3.88%
$314.21 - $388.71 $35.2K - $43.5K
2.77K $1.08M
WEC
Wec Energy Group, Inc.

Utilities
-167
- 1.79%
$77.68 - $96.19 $13K - $16.1K
9.18K $883K
PM
Philip Morris International Inc.

Consumer Defensive
-16
- 0.15%
$101.25 - $127.45 $1.62K - $2.04K
10.9K $1.32M
DHS
Wisdomtree Tr U.S

ETFs
-147
- 0.56%
$83.9 - $93.83 $12.3K - $13.8K
26K $2.44M
CAT
Caterpillar Inc

Industrials
-379
- 5.51%
$316.8 - $391.12 $120K - $148K
6.5K $2.54M
LNT
Alliant Energy Corp

Utilities
-68
- 0.23%
$50.74 - $60.74 $3.45K - $4.13K
29.3K $1.78M
SO
Southern CO

Utilities
-2.11K
- 5.38%
$77.0 - $90.52 $162K - $191K
37.1K $3.34M
ORCL
Oracle Corp

Technology
-1.36K
- 6.35%
$125.9 - $170.35 $171K - $232K
20.1K $3.42M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.99K
- 9.62%
$245.82 - $304.51 $488K - $605K
18.7K $5.69M
AAPL
Apple Inc.

Technology
-15.6K
- 8.26%
$207.23 - $234.82 $3.23M - $3.66M
173K $40.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-112
- 0.17%
$117.9 - $128.2 $13.2K - $14.4K
67.6K $8.66M
FAST
Fastenal CO

Industrials
-4.89K
- 3.45%
$62.09 - $71.83 $303K - $351K
137K $9.78M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.37K
- 0.24%
$31.05 - $34.29 $42.5K - $47K
580K $19.9M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.69K
- 2.61%
$85.44 - $110.36 $230K - $297K
100K $11.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-72.5K
- 2.0%
$26.69 - $29.87 $1.93M - $2.17M
3.55M $103M
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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