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
Aimmune Therapeutics Inc
Q4 2018 Filed on Feb 14, 2019
121
N/A
CODI
Compass Diversified Holdings

Industrials
Q4 2018 Filed on Feb 14, 2019
313
$11.68 - $18.0 $3.66K - $5.63K
AIEQ
ETF Managers Tr Ai Powered Equ
Q4 2018 Filed on Feb 14, 2019
183
N/A
Ellie Mae Inc
Q4 2018 Filed on Feb 14, 2019
38
N/A
Fcb Finl Hldgs Inc
Q4 2018 Filed on Feb 14, 2019
92
N/A
Forum Energy Technologies In
Q4 2018 Filed on Feb 14, 2019
208
N/A
NSIT
Insight Enterprises Inc

Technology
Q4 2018 Filed on Feb 14, 2019
128
$38.21 - $53.6 $4.89K - $6.86K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
Q4 2018 Filed on Feb 14, 2019
656
$6.85 - $7.69 $4.49K - $5.04K
MGI
Moneygram International Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
603
$1.67 - $5.35 $1.01K - $3.23K
NI
Nisource Inc.

Utilities
Q4 2018 Filed on Feb 14, 2019
203
$24.31 - $27.62 $4.93K - $5.61K
PST
Proshares Ultrashort Lehman 7

ETFs
Q4 2018 Filed on Feb 14, 2019
230
N/A
SM
Sm Energy CO

Energy
Q4 2018 Filed on Feb 14, 2019
600
$13.49 - $33.47 $8.09K - $20.1K
SXC
Sun Coke Energy, Inc.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
766
$7.76 - $11.77 $5.94K - $9.02K
THR
Thermon Group Holdings, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
151
$18.51 - $25.43 $2.8K - $3.84K
TTEC
Ttec Holdings, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
175
$23.79 - $29.66 $4.16K - $5.19K
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
21
$128.36 - $272.13 $2.7K - $5.71K
CTRA
Coterra Energy Inc.

Energy
Q4 2018 Filed on Feb 14, 2019
49
$21.18 - $26.49 $1.04K - $1.3K
Logmein Inc
Q4 2018 Filed on Feb 14, 2019
40
N/A
DBD
Diebold Nixdorf, Inc

Technology
Q4 2018 Filed on Feb 14, 2019
275
$2.49 - $4.82 $685 - $1.33K
HURN
Huron Consulting Group Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
79
$45.55 - $55.97 $3.6K - $4.42K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
28
$68.9 - $84.85 $1.93K - $2.38K
PDCO
Patterson Companies, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
130
$19.34 - $26.16 $2.51K - $3.4K
REG
Regency Centers Corp

Real Estate
Q4 2018 Filed on Feb 14, 2019
54
$55.76 - $65.82 $3.01K - $3.55K
BG
Bungeltd

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
50
$52.06 - $70.77 $2.6K - $3.54K
GEO
Geo Group Inc

Real Estate
Q4 2018 Filed on Feb 14, 2019
124
$18.94 - $24.74 $2.35K - $3.07K
Delphi Technologies PLC
Q4 2018 Filed on Feb 14, 2019
66
N/A
RRC
Range Resources Corp

Energy
Q4 2018 Filed on Feb 14, 2019
938
$9.42 - $18.48 $8.84K - $17.3K
MAT
Mattel Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
266
$9.26 - $15.94 $2.46K - $4.24K
ABM
Abm Industries Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
112
$25.9 - $32.7 $2.9K - $3.66K
Cooper Tire & Rubr CO
Q4 2018 Filed on Feb 14, 2019
122
N/A
FRME
First Merchants Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
85
$32.52 - $45.71 $2.76K - $3.89K
HAFC
Hanmi Financial Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
126
$18.35 - $25.1 $2.31K - $3.16K
HRTX
Heron Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
122
$22.03 - $32.01 $2.69K - $3.91K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
88
$19.75 - $24.65 $1.74K - $2.17K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
98
$33.71 - $41.61 $3.3K - $4.08K
MMS
Maximus, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
59
$61.79 - $71.84 $3.65K - $4.24K
RDN
Radian Group Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
295
$14.83 - $20.33 $4.37K - $6K
RELX
Relx PLC

Communication Services
Q4 2018 Filed on Feb 14, 2019
184
$19.35 - $21.37 $3.56K - $3.93K
SLAB
Silicon Laboratories Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
45
$73.39 - $91.22 $3.3K - $4.1K
VMW
Vmware, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
20
$136.26 - $167.34 $2.73K - $3.35K
ACCO
Acco Brands Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
319
$6.3 - $11.14 $2.01K - $3.55K
Aegion Corp
Q4 2018 Filed on Feb 14, 2019
379
N/A
FOLD
Amicus Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
352
$8.38 - $13.44 $2.95K - $4.73K
ACRE
Ares Commercial Real Estate Corp

Real Estate
Q4 2018 Filed on Feb 14, 2019
283
$12.87 - $14.59 $3.64K - $4.13K
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
500
$6.08 - $7.38 $3.04K - $3.69K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
188
$11.24 - $22.49 $2.11K - $4.23K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
305
$11.58 - $14.75 $3.53K - $4.5K
EDIT
Editas Medicine, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
62
$18.19 - $31.79 $1.13K - $1.97K
ENTA
Enanta Pharmaceuticals Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
500
$65.41 - $84.65 $32.7K - $42.3K
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