Avantax Planning Partners, Inc. Closed Holding Positions

Avantax Planning Partners, Inc.

  • $2.81 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
OMCL
Omnicell, Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
65
$56.97 - $77.23 $3.7K - $5.02K
Viacom Inc New
Q4 2018 Filed on Feb 14, 2019
1,418
N/A
Versum Matls Inc
Q4 2018 Filed on Feb 14, 2019
363
N/A
FT
Franklin Universal Trust

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,550
$6.17 - $6.71 $15.7K - $17.1K
WWD
Woodward, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
144
$68.95 - $84.27 $9.93K - $12.1K
Cornerstone Ondemand Inc
Q4 2018 Filed on Feb 14, 2019
149
N/A
Navigant Consulting Inc
Q4 2018 Filed on Feb 14, 2019
218
N/A
RYN
Rayonier Inc

Real Estate
Q4 2018 Filed on Feb 14, 2019
402
$26.65 - $33.01 $10.7K - $13.3K
ES
Eversource Energy

Utilities
Q4 2018 Filed on Feb 14, 2019
217
$61.09 - $70.23 $13.3K - $15.2K
Symantec Corp
Q4 2018 Filed on Feb 14, 2019
490
N/A
CNDT
Conduent Inc

Technology
Q4 2018 Filed on Feb 14, 2019
832
$9.83 - $22.04 $8.18K - $18.3K
BCH
Bank Of Chile

Financial Services
Q4 2018 Filed on Feb 14, 2019
69
$27.61 - $30.47 $1.91K - $2.1K
Cambrex Corp
Q4 2018 Filed on Feb 14, 2019
29
N/A
COLB
Columbia Banking System, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
100
$33.18 - $40.89 $3.32K - $4.09K
Dunkin Brands Group Inc
Q4 2018 Filed on Feb 14, 2019
242
N/A
Meredith Corp
Q4 2018 Filed on Feb 14, 2019
300
N/A
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
950
$13.92 - $17.98 $13.2K - $17.1K
Spdr Series Trust
Q4 2018 Filed on Feb 14, 2019
392
N/A
KIE
Spdr S&P Insurance ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
513
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q4 2018 Filed on Feb 14, 2019
183
N/A
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
230
$50.8 - $69.24 $11.7K - $15.9K
Twenty First Centy Fox Inc
Q4 2018 Filed on Feb 14, 2019
450
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q4 2018 Filed on Feb 14, 2019
197
N/A
SHOO
Steven Madden, Ltd.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
301
$27.93 - $34.87 $8.41K - $10.5K
AMCX
Amc Networks Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
286
$51.76 - $67.26 $14.8K - $19.2K
VC
Visteon Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
64
$59.13 - $94.03 $3.78K - $6.02K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,010
N/A
BC
Brunswick Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
245
$42.61 - $66.6 $10.4K - $16.3K
FXI
Ishares Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
104
$38.26 - $43.02 $3.98K - $4.47K
IGF
Ishares Global Infrastructure

ETFs
Q4 2018 Filed on Feb 14, 2019
341
$38.21 - $42.31 $13K - $14.4K
IEO
Ishares Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
230
$47.66 - $78.42 $11K - $18K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
468
$23.98 - $34.89 $11.2K - $16.3K
NGG
National Grid PLC

Utilities
Q4 2018 Filed on Feb 14, 2019
80
$46.72 - $55.8 $3.74K - $4.46K
ONB
Old National Bancorp

Financial Services
Q4 2018 Filed on Feb 14, 2019
855
$14.49 - $20.2 $12.4K - $17.3K
Royal Bk Scotland Group PLC
Q4 2018 Filed on Feb 14, 2019
2,000
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q4 2018 Filed on Feb 14, 2019
417
N/A
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2018 Filed on Feb 14, 2019
861
$14.59 - $23.84 $12.6K - $20.5K
TXT
Textron Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
260
$44.16 - $71.82 $11.5K - $18.7K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q4 2018 Filed on Feb 14, 2019
223
$64.01 - $84.57 $14.3K - $18.9K
Highpoint Res Corp
Q4 2018 Filed on Feb 14, 2019
3,000
N/A
JHMM
John Hancock Multifactor Mid C

ETFs
Q4 2018 Filed on Feb 14, 2019
433
$28.59 - $36.38 $12.4K - $15.8K
WCN
Waste Connections, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
156
$70.85 - $79.34 $11.1K - $12.4K
CWCO
Consolidated Water Co. Ltd.

Utilities
Q4 2018 Filed on Feb 14, 2019
1,000
$11.09 - $13.73 $11.1K - $13.7K
ICLR
Icon PLC

Healthcare
Q4 2018 Filed on Feb 14, 2019
42
$119.37 - $153.29 $5.01K - $6.44K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
47
$78.52 - $105.78 $3.69K - $4.97K
WST
West Pharmaceutical Services Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
32
$93.0 - $123.98 $2.98K - $3.97K
CDEV
Centennial Resource Development, Inc.

Energy
Q4 2018 Filed on Feb 14, 2019
178
$10.04 - $22.75 $1.79K - $4.05K
NAVI
Navient Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
968
$8.43 - $13.71 $8.16K - $13.3K
JBT
John Bean Technologies Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
77
$67.14 - $115.88 $5.17K - $8.92K
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