Avantax Planning Partners, Inc. Closed Holding Positions

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BAX
Baxter International Inc

Healthcare
Q2 2022 Filed on Jul 18, 2022
2,844
$63.83 - $80.0 $182K - $228K
General Electric CO
Q2 2022 Filed on Jul 18, 2022
3,396
N/A
KRO
Kronos Worldwide Inc

Basic Materials
Q2 2022 Filed on Jul 18, 2022
10,538
$15.22 - $19.61 $160K - $207K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2022 Filed on Jul 18, 2022
3,527
$60.91 - $76.4 $215K - $269K
CP
Canadian Pacific Railway LTD

Industrials
Q2 2022 Filed on Jul 18, 2022
2,610
$67.45 - $78.77 $176K - $206K
PKG
Packaging Corp Of America

Consumer Cyclical
Q2 2022 Filed on Jul 18, 2022
3,567
$135.8 - $166.97 $484K - $596K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 18, 2022
4,978
$82.55 - $98.4 $411K - $490K
SNX
Td Synnex Corp

Technology
Q2 2022 Filed on Jul 18, 2022
2,702
$90.18 - $107.03 $244K - $289K
Bancorpsouth Bk Tupelo Miss
Q2 2022 Filed on Jul 18, 2022
22,044
N/A
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
Q2 2022 Filed on Jul 18, 2022
20,644
$10.26 - $12.21 $212K - $252K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
4,114
$44.36 - $53.2 $182K - $219K
Cerecor Inc
Q2 2022 Filed on Jul 18, 2022
12,657
N/A
CSR
Centerspace

Real Estate
Q2 2022 Filed on Jul 18, 2022
2,370
$76.65 - $103.17 $182K - $245K
Biolase Inc
Q2 2022 Filed on Jul 18, 2022
60,000
N/A
CNXC
Concentrix Corp

Technology
Q2 2022 Filed on Jul 18, 2022
2,709
$134.7 - $166.05 $365K - $450K
DGRO
Ishares Core Dividend Growth E

ETFs
Q2 2022 Filed on Jul 18, 2022
5,050
$45.84 - $53.69 $231K - $271K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
1,249
$138.32 - $195.42 $173K - $244K
DFS
Discover Financial Services

Financial Services
Q1 2022 Filed on May 09, 2022
1,981
$101.35 - $129.4 $201K - $256K
MBB
Ishares Tr

ETFs
Q1 2022 Filed on May 09, 2022
1,994
$100.79 - $107.06 $201K - $213K
LYG
Lloyds Banking Group PLC

Financial Services
Q1 2022 Filed on May 09, 2022
14,695
$2.11 - $3.0 $31K - $44.1K
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2022 Filed on May 09, 2022
1,987
$77.19 - $103.46 $153K - $206K
UGI
Ugi Corp

Utilities
Q1 2022 Filed on May 09, 2022
4,815
$33.11 - $46.33 $159K - $223K
OMI
Owens & Minor Inc

Healthcare
Q1 2022 Filed on May 09, 2022
8,247
$36.48 - $47.71 $301K - $393K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
18,102
$12.13 - $14.7 $220K - $266K
PML
Pimco Municipal Income Fund Ii

Financial Services
Q1 2022 Filed on May 09, 2022
35,250
$11.2 - $14.55 $395K - $513K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
9,400
$21.3 - $26.76 $200K - $252K
CMBM
Cambium Networks Corp

Technology
Q1 2022 Filed on May 09, 2022
8,296
$19.74 - $28.76 $164K - $239K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
15,878
$13.27 - $16.1 $211K - $256K
DWAC
Digital World Acquisition Corp.

Financial Services
Q1 2022 Filed on May 09, 2022
6,245
$50.37 - $97.54 $315K - $609K
Retail Pptys Amer Inc
Q4 2021 Filed on Jan 28, 2022
11,098
N/A
Ishares Tr
Q4 2021 Filed on Jan 28, 2022
19,396
N/A
Ishares Tr
Q4 2021 Filed on Jan 28, 2022
43,772
N/A
Stamps Com Inc
Q4 2021 Filed on Jan 28, 2022
2,915
N/A
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2021 Filed on Jan 28, 2022
855
$255.99 - $314.27 $219K - $269K
MSI
Motorola Solutions, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
1,347
$231.47 - $272.73 $312K - $367K
First Tr Sr Floating Rate 20
Q4 2021 Filed on Jan 28, 2022
16,385
N/A
LMND
Lemonade, Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
4,240
$39.64 - $72.06 $168K - $306K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q4 2021 Filed on Jan 28, 2022
3,610
$52.69 - $58.11 $190K - $210K
BUZZ
Vaneck ETF Tr Vaneck Social Se
Q4 2021 Filed on Jan 28, 2022
8,149
N/A
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q3 2021 Filed on Oct 27, 2021
8,435
$30.22 - $32.27 $255K - $272K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Oct 27, 2021
1,516
$145.08 - $221.87 $220K - $336K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Oct 27, 2021
700
$145.08 - $221.87 $102K - $155K
UAL
United Airlines Holdings, Inc.

Industrials
Q2 2021 Filed on Aug 10, 2021
7,489
$50.3 - $60.29 $377K - $452K
Crane CO
Q2 2021 Filed on Aug 10, 2021
4,406
N/A
VFC
V F Corp

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
2,832
$76.61 - $90.05 $217K - $255K
AWK
American Water Works Company, Inc.

Utilities
Q2 2021 Filed on Aug 10, 2021
1,776
$149.59 - $162.2 $266K - $288K
BKR
Baker Hughes CO

Energy
Q2 2021 Filed on Aug 10, 2021
9,520
$19.51 - $26.31 $186K - $250K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q2 2021 Filed on Aug 10, 2021
8,510
$45.2 - $55.56 $385K - $473K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
1,920
$73.78 - $107.52 $142K - $206K
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