Avantax Planning Partners, Inc. Closed Holding Positions

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ALK
Alaska Air Group, Inc.

Industrials
Q2 2021 Filed on Aug 10, 2021
3,501
$60.13 - $73.74 $211K - $258K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
16,688
$26.11 - $33.71 $436K - $563K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 10, 2021
7,960
$44.72 - $48.6 $356K - $387K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q2 2021 Filed on Aug 10, 2021
5,701
$38.86 - $42.51 $222K - $242K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
Q2 2021 Filed on Aug 10, 2021
46,401
$39.89 - $42.66 $1.85M - $1.98M
Blackrock Muniyield Invt Fd
Q2 2021 Filed on Aug 10, 2021
17,895
N/A
KODK
Eastman Kodak CO

Industrials
Q2 2021 Filed on Aug 10, 2021
11,759
$6.44 - $11.05 $75.7K - $130K
JETS
ETF Ser Solutions U S Global J

ETFs
Q2 2021 Filed on Aug 10, 2021
12,340
$24.07 - $27.84 $297K - $344K
Edwards Lifesciences Corp
Q2 2021 Filed on Aug 10, 2021
2,557
N/A
HRZN
Horizon Technology Finance Corp

Financial Services
Q2 2021 Filed on Aug 10, 2021
10,100
$14.57 - $17.83 $147K - $180K
SUN
Sunoco LP

Energy
Q2 2021 Filed on Aug 10, 2021
9,200
$32.44 - $38.32 $298K - $353K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2021 Filed on May 06, 2021
7,468
$32.91 - $38.69 $246K - $289K
D
Dominion Energy, Inc

Utilities
Q1 2021 Filed on May 06, 2021
3,076
$68.0 - $76.7 $209K - $236K
MAR
Marriott International Inc

Consumer Cyclical
Q1 2021 Filed on May 06, 2021
3,063
$116.31 - $157.5 $356K - $482K
MNKD
Mannkind Corp

Healthcare
Q1 2021 Filed on May 06, 2021
11,730
$3.14 - $6.14 $36.8K - $72K
TITN
Titan Machinery Inc.

Industrials
Q1 2021 Filed on May 06, 2021
31,400
$18.94 - $28.4 $595K - $892K
Raytheon Technologies Corp
Q1 2021 Filed on May 06, 2021
9,744
N/A
Transenterix Inc
Q1 2021 Filed on May 06, 2021
201,958
N/A
VTRS
Viatris Inc

Healthcare
Q1 2021 Filed on May 06, 2021
15,726
$13.59 - $18.54 $214K - $292K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2020 Filed on Feb 04, 2021
1,350
$265.06 - $305.79 $358K - $413K
KMI
Kinder Morgan, Inc.

Energy
Q4 2020 Filed on Feb 04, 2021
10,608
$11.48 - $14.97 $122K - $159K
ALGN
Align Technology Inc

Healthcare
Q4 2020 Filed on Feb 04, 2021
2,194
$314.89 - $536.59 $691K - $1.18M
Cerner Corp
Q4 2020 Filed on Feb 04, 2021
4,433
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 04, 2021
11,002
N/A
DTRE
First Trust Alerian Disruptive
Q4 2020 Filed on Feb 04, 2021
6,441
N/A
DGLY
Digital Ally Inc

Industrials
Q4 2020 Filed on Feb 04, 2021
33,936
$2.0 - $3.04 $67.9K - $103K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q4 2020 Filed on Feb 04, 2021
4,674
$100.86 - $116.21 $471K - $543K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2020 Filed on Feb 04, 2021
387
$572.58 - $680.76 $222K - $263K
VV
Vanguard Large Cap ETF

ETFs
Q4 2020 Filed on Feb 04, 2021
1,335
$152.54 - $175.74 $204K - $235K
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2020 Filed on Feb 04, 2021
4,177
$51.37 - $51.48 $215K - $215K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 04, 2021
11,985
N/A
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q4 2020 Filed on Feb 04, 2021
8,431
$70.5 - $80.65 $594K - $680K
Invesco Qqq Tr
Q4 2020 Filed on Feb 04, 2021
9,764
N/A
NVS
Novartis Ag

Healthcare
Q3 2020 Filed on Oct 28, 2020
2,660
$82.14 - $91.0 $218K - $242K
DAN
Dana Inc

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
10,000
$11.19 - $15.09 $112K - $151K
Ishares Tr
Q3 2020 Filed on Oct 28, 2020
26,734
N/A
Denbury Res Inc
Q3 2020 Filed on Oct 28, 2020
15,969
N/A
Eldorado Resorts Inc
Q3 2020 Filed on Oct 28, 2020
22,819
N/A
RIG
Transocean Ltd.

Energy
Q3 2020 Filed on Oct 28, 2020
10,338
$0.8 - $2.48 $8.27K - $25.6K
Raytheon CO
Q2 2020 Filed on Jul 15, 2020
1,564
N/A
United Technologies Corp
Q2 2020 Filed on Jul 15, 2020
10,059
N/A
JHMF
John Hancock Multifactor Finls

ETFs
Q2 2020 Filed on Jul 15, 2020
10,345
$26.22 - $37.21 $271K - $385K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q2 2020 Filed on Jul 15, 2020
2,332
$149.21 - $205.17 $348K - $478K
WELL
Welltower Inc.

Real Estate
Q2 2020 Filed on Jul 15, 2020
15,558
$37.26 - $61.65 $580K - $959K
UMPQ
Umpqua Holdings Corp

Financial Services
Q2 2020 Filed on Jul 15, 2020
11,459
$9.43 - $13.5 $108K - $155K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q2 2020 Filed on Jul 15, 2020
7,013
$27.44 - $38.15 $192K - $268K
Aurora Cannabis Inc
Q2 2020 Filed on Jul 15, 2020
13,368
N/A
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q2 2020 Filed on Jul 15, 2020
19,542
$28.26 - $37.71 $552K - $737K
Ubs Ag London Branch
Q2 2020 Filed on Jul 15, 2020
24,000
N/A
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