Avantax Planning Partners, Inc. Closed Holding Positions

Avantax Planning Partners, Inc.

  • $3.11 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TRGP
Targa Resources Corp.

Energy
Q4 2018 Filed on Feb 14, 2019
37
$34.11 - $58.51 $1.26K - $2.16K
Voya Prime Rate Tr
Q4 2018 Filed on Feb 14, 2019
14,896
N/A
ZG
Zillow Group, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
43
$27.0 - $42.48 $1.16K - $1.83K
VOYA
Voya Financial, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,097
$37.06 - $51.92 $40.7K - $57K
Quidel Corp
Q4 2018 Filed on Feb 14, 2019
44
N/A
INGN
Inogen Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
15
$112.83 - $239.74 $1.69K - $3.6K
VIAV
Viavi Solutions Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
25
$9.35 - $12.72 $234 - $318
SUM
Summit Materials, Inc.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
151
$11.5 - $18.03 $1.74K - $2.72K
ACM
Aecom

Industrials
Q4 2018 Filed on Feb 14, 2019
400
$24.92 - $34.16 $9.97K - $13.7K
ASH
Ashland Global Holdings Inc

Basic Materials
Q4 2018 Filed on Feb 14, 2019
12
$65.28 - $84.21 $783 - $1.01K
CSPI
Csp Inc

Technology
Q4 2018 Filed on Feb 14, 2019
100
$9.15 - $13.44 $915 - $1.34K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
84
$6.95 - $10.3 $584 - $865
MGF
Mfs Government Markets Income Trust

Financial Services
Q4 2018 Filed on Feb 14, 2019
200
$4.3 - $4.49 $860 - $898
Newlink Genetics Corp
Q4 2018 Filed on Feb 14, 2019
105
N/A
Novavax Inc
Q4 2018 Filed on Feb 14, 2019
282
N/A
RIO
Rio Tinto PLC

Basic Materials
Q4 2018 Filed on Feb 14, 2019
20
$45.31 - $52.21 $906 - $1.04K
Tahoe Res Inc
Q4 2018 Filed on Feb 14, 2019
245
N/A
USCI
United States Commodity Index Funds Trust

ETFs
Q4 2018 Filed on Feb 14, 2019
20
$16.44 - $17.73 $329 - $355
Achillion Pharmaceuticals In
Q4 2018 Filed on Feb 14, 2019
329
N/A
Approach Resources Inc
Q4 2018 Filed on Feb 14, 2019
300
N/A
CDMO
Avid Bioservices, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
309
$4.04 - $6.75 $1.25K - $2.09K
California Res Corp
Q4 2018 Filed on Feb 14, 2019
50
N/A
CRBP
Corbus Pharmaceuticals Holdings, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
124
$5.26 - $7.97 $652 - $988
CXW
Core Civic, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
65
$17.64 - $24.2 $1.15K - $1.57K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
31
$13.47 - $17.64 $418 - $547
Energy Xxi Gulf Coast Inc
Q4 2018 Filed on Feb 14, 2019
32
N/A
Frontier Communications Corp
Q4 2018 Filed on Feb 14, 2019
113
N/A
KAI
Kadant Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
8
$77.2 - $107.71 $618 - $862
KN
Knowles Corp

Technology
Q4 2018 Filed on Feb 14, 2019
77
$12.54 - $16.67 $966 - $1.28K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
150
$68.32 - $124.36 $10.2K - $18.7K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
353
N/A
VVX
V2 X, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
36
$19.77 - $30.79 $712 - $1.11K
Ensco PLC
Q4 2018 Filed on Feb 14, 2019
219
N/A
HELE
Helen Of Troy LTD

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
12
$117.83 - $144.99 $1.41K - $1.74K
Loxo Oncology Inc
Q4 2018 Filed on Feb 14, 2019
28
N/A
HE
Hawaiian Electric Industries Inc

Utilities
Q4 2018 Filed on Feb 14, 2019
952
$35.16 - $39.16 $33.5K - $37.3K
FUL
Fuller H B CO

Basic Materials
Q4 2018 Filed on Feb 14, 2019
78
$39.83 - $52.64 $3.11K - $4.11K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
64
$24.0 - $34.31 $1.54K - $2.2K
ELY
Callaway Golf CO

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
17
$14.45 - $24.15 $246 - $411
OLN
Olin Corp

Basic Materials
Q4 2018 Filed on Feb 14, 2019
200
$18.09 - $25.39 $3.62K - $5.08K
Tronc Inc
Q4 2018 Filed on Feb 14, 2019
132
N/A
BMI
Badger Meter Inc

Technology
Q4 2018 Filed on Feb 14, 2019
10
$46.99 - $56.97 $470 - $570
DNN
Denison Mines Corp.

Energy
Q4 2018 Filed on Feb 14, 2019
260
$0.45 - $0.68 $117 - $177
Glowpoint Inc
Q4 2018 Filed on Feb 14, 2019
82
N/A
Immunocellular Therapeutics
Q4 2018 Filed on Feb 14, 2019
74
N/A
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
2
$94.77 - $215.54 $190 - $431
MWA
Mueller Water Products, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
25
$8.66 - $11.7 $217 - $293
Supervalu Inc
Q4 2018 Filed on Feb 14, 2019
9
N/A
VRTV
Veritiv Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
65
$23.71 - $36.46 $1.54K - $2.37K
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