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
AUY
Yamana Gold Inc.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
903
$2.06 - $2.71 $1.86K - $2.45K
ZUO
Zuora Inc

Technology
Q4 2018 Filed on Feb 14, 2019
100
$16.08 - $21.85 $1.61K - $2.19K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
Q4 2018 Filed on Feb 14, 2019
40
$7.81 - $11.32 $312 - $453
Belmond LTD
Q4 2018 Filed on Feb 14, 2019
497
N/A
CWK
Cushman & Wakefield PLC

Real Estate
Q4 2018 Filed on Feb 14, 2019
75
$13.45 - $19.0 $1.01K - $1.43K
Horizon Pharma PLC
Q4 2018 Filed on Feb 14, 2019
167
N/A
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q4 2018 Filed on Feb 14, 2019
120
$115.94 - $166.74 $13.9K - $20K
NVT
N Vent Electric PLC

Industrials
Q4 2018 Filed on Feb 14, 2019
78
$20.31 - $27.55 $1.58K - $2.15K
WTW
Willis Towers Watson PLC

Financial Services
Q4 2018 Filed on Feb 14, 2019
20
$134.84 - $161.14 $2.7K - $3.22K
CRSP
Crispr Therapeutics Ag

Healthcare
Q4 2018 Filed on Feb 14, 2019
50
$22.73 - $42.34 $1.14K - $2.12K
Intelsat S A
Q4 2018 Filed on Feb 14, 2019
150
N/A
RADA
Rada Electronic Industries LTD

Industrials
Q4 2018 Filed on Feb 14, 2019
500
$2.58 - $3.11 $1.29K - $1.56K
WIX
Wix.Com Ltd.

Technology
Q4 2018 Filed on Feb 14, 2019
52
$82.1 - $114.98 $4.27K - $5.98K
Yandex N V
Q4 2018 Filed on Feb 14, 2019
200
N/A
IYR
Ishares Tr

ETFs
Q2 2018 Filed on Aug 13, 2018
7,276
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 13, 2018
10,145
N/A
Monsanto CO New
Q2 2018 Filed on Aug 13, 2018
4,778
N/A
PDCE
Pdc Energy, Inc.

Energy
Q2 2018 Filed on Aug 13, 2018
13,533
$45.53 - $65.32 $616K - $884K
CRUS
Cirrus Logic, Inc.

Technology
Q2 2018 Filed on Aug 13, 2018
3,100
$35.36 - $39.82 $110K - $123K
Hospitality Pptys Tr
Q2 2018 Filed on Aug 13, 2018
5,719
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 13, 2018
10,848
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2018 Filed on Aug 13, 2018
12,151
N/A
Broadcom LTD
Q2 2018 Filed on Aug 13, 2018
6,223
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 13, 2018
37,268
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 13, 2018
3,090
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 13, 2018
11,970
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 13, 2018
11,985
N/A
Parsley Energy Inc
Q2 2018 Filed on Aug 13, 2018
5
N/A
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2018 Filed on Aug 13, 2018
21,783
N/A
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q2 2018 Filed on Aug 13, 2018
2,850
N/A
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q2 2018 Filed on Aug 13, 2018
10,299
$14.44 - $15.74 $149K - $162K
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2018 Filed on Aug 13, 2018
2,974
N/A
AIZ
Assurant, Inc.

Financial Services
Q2 2018 Filed on Aug 13, 2018
8,860
$86.39 - $104.93 $765K - $930K
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 13, 2018
3,603
N/A
PSEC
Prospect Capital Corp

Financial Services
Q2 2018 Filed on Aug 13, 2018
18,000
$6.3 - $6.93 $113K - $125K
NTRA
Natera, Inc.

Healthcare
Q2 2018 Filed on Aug 13, 2018
10,000
$8.79 - $19.98 $87.9K - $200K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q2 2018 Filed on Aug 13, 2018
4,660
$18.06 - $19.45 $84.2K - $90.6K
IEF
Ishares Barclays

ETFs
Q2 2018 Filed on Aug 13, 2018
802
$100.36 - $103.12 $80.5K - $82.7K
BCS
Barclays PLC

Financial Services
Q2 2018 Filed on Aug 13, 2018
6,440
$9.95 - $12.45 $64.1K - $80.2K
Westar Energy Inc
Q2 2018 Filed on Aug 13, 2018
1,429
N/A
TY
Tri Continental Corp

Financial Services
Q2 2018 Filed on Aug 13, 2018
2,831
$25.74 - $27.61 $72.9K - $78.2K
Powershares ETF Trust
Q2 2018 Filed on Aug 13, 2018
2,310
N/A
Powershares ETF Trust Ii
Q2 2018 Filed on Aug 13, 2018
2,987
N/A
OEF
Ishares S&P 100 ETF

ETFs
Q2 2018 Filed on Aug 13, 2018
500
N/A
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
Q2 2018 Filed on Aug 13, 2018
4,795
$11.17 - $11.57 $53.6K - $55.5K
FMC
Fmc Corp

Basic Materials
Q2 2018 Filed on Aug 13, 2018
625
$65.04 - $80.14 $40.7K - $50.1K
Rydex ETF Trust
Q2 2018 Filed on Aug 13, 2018
482
N/A
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q2 2018 Filed on Aug 13, 2018
2,020
$15.07 - $22.34 $30.4K - $45.1K
Powershares ETF Trust
Q2 2018 Filed on Aug 13, 2018
1,792
N/A
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