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
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
606
$9.51 - $16.6 $5.76K - $10.1K
SHLDQ
Sears Holdings

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
100
N/A
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
150
$16.72 - $44.63 $2.51K - $6.69K
Trustco Bk Corp N Y
Q4 2018 Filed on Feb 14, 2019
500
N/A
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q4 2018 Filed on Feb 14, 2019
161
N/A
VIRT
Virtu Financial, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
250
$20.13 - $26.46 $5.03K - $6.62K
Weight Watchers Intl Inc New
Q4 2018 Filed on Feb 14, 2019
77
N/A
ASGN
Asgn Inc

Technology
Q4 2018 Filed on Feb 14, 2019
69
$51.74 - $77.32 $3.57K - $5.34K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
600
$7.01 - $8.82 $4.21K - $5.29K
AJRD
Aerojet Rocketdyne Holdings, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
107
$29.78 - $38.67 $3.19K - $4.14K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
74
$41.92 - $56.91 $3.1K - $4.21K
Alexandria Real Estate Eq In
Q4 2018 Filed on Feb 14, 2019
300
N/A
Alta Mesa Res Inc
Q4 2018 Filed on Feb 14, 2019
37
N/A
AYX
Alteryx, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
50
$42.81 - $64.42 $2.14K - $3.22K
Apergy Corp
Q4 2018 Filed on Feb 14, 2019
92
N/A
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,793
$13.08 - $15.71 $23.5K - $28.2K
At Home Group Inc
Q4 2018 Filed on Feb 14, 2019
159
N/A
AVNS
Avanos Medical, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
164
$41.16 - $66.67 $6.75K - $10.9K
BZUN
Baozun Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
100
$28.23 - $47.01 $2.82K - $4.7K
Barclays PLC
Q4 2018 Filed on Feb 14, 2019
92
N/A
BHK
Blackrock Core Bond Trust

Financial Services
Q4 2018 Filed on Feb 14, 2019
6,904
$12.09 - $12.96 $83.5K - $89.5K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
6,571
$9.63 - $11.22 $63.3K - $73.7K
BXC
Blue Linx Holdings Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
88
$20.15 - $30.66 $1.77K - $2.7K
BPMC
Blueprint Medicines Corp

Healthcare
Q4 2018 Filed on Feb 14, 2019
60
$45.57 - $74.26 $2.73K - $4.46K
BV
Bright View Holdings, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
603
$9.25 - $15.29 $5.58K - $9.22K
Brookfield Property Reit Inc
Q4 2018 Filed on Feb 14, 2019
1,670
N/A
CCLP
Csi Compressco LP

Energy
Q4 2018 Filed on Feb 14, 2019
400
$2.18 - $5.92 $872 - $2.37K
CNX
Cnx Resources Corp

Energy
Q4 2018 Filed on Feb 14, 2019
80
$10.92 - $15.85 $874 - $1.27K
Cabot Microelectronics Corp
Q4 2018 Filed on Feb 14, 2019
28
N/A
Carlyle Group L P
Q4 2018 Filed on Feb 14, 2019
1,356
N/A
TAST
Carrols Restaurant Group, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
155
$9.18 - $14.48 $1.42K - $2.24K
CLLS
Cellectis S.A.

Healthcare
Q4 2018 Filed on Feb 14, 2019
204
$15.58 - $28.41 $3.18K - $5.8K
Centerstate Bk Corp
Q4 2018 Filed on Feb 14, 2019
84
N/A
CIM
Chimera Investment Corp

Real Estate
Q4 2018 Filed on Feb 14, 2019
200
$17.0 - $19.21 $3.4K - $3.84K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
81
$58.27 - $117.53 $4.72K - $9.52K
Credit Suisse Nassau Brh
Q4 2018 Filed on Feb 14, 2019
25
N/A
CBAY
Cyma Bay Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
219
$6.54 - $11.74 $1.43K - $2.57K
KSM
Dws Strategic Municipal Income Trust

Financial Services
Q4 2018 Filed on Feb 14, 2019
3,200
$10.06 - $10.71 $32.2K - $34.3K
DQ
Daqo New Energy Corp.

Technology
Q4 2018 Filed on Feb 14, 2019
100
$4.18 - $5.61 $418 - $561
DBX
Dropbox, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
198
$19.38 - $26.32 $3.84K - $5.21K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
6,305
$12.37 - $16.73 $78K - $105K
ETSY
Etsy Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
64
$38.97 - $57.43 $2.49K - $3.68K
EVRG
Evergy, Inc.

Utilities
Q4 2018 Filed on Feb 14, 2019
1,179
$54.89 - $60.77 $64.7K - $71.6K
Fbl Finl Group Inc
Q4 2018 Filed on Feb 14, 2019
31
N/A
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2018 Filed on Feb 14, 2019
3,095
$44.51 - $47.86 $138K - $148K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q4 2018 Filed on Feb 14, 2019
2,005
$50.81 - $51.07 $102K - $102K
FTAI
Fortress Transportation & Infrastructure Investors LLC

Industrials
Q4 2018 Filed on Feb 14, 2019
850
$12.92 - $18.22 $11K - $15.5K
Franklin Finl Network Inc
Q4 2018 Filed on Feb 14, 2019
95
N/A
GBCI
Glacier Bancorp, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
151
$37.15 - $47.22 $5.61K - $7.13K
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