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
LYG
Lloyds Banking Group PLC

Financial Services
Q1 2019 Filed on May 08, 2019
100,000
$2.55 - $3.43 $255K - $343K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q4 2018 Filed on Feb 14, 2019
998
N/A
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2018 Filed on Feb 14, 2019
9
$75.74 - $99.46 $682 - $895
Capstead Mtg Corp
Q4 2018 Filed on Feb 14, 2019
1,145
N/A
HP
Helmerich & Payne, Inc.

Energy
Q4 2018 Filed on Feb 14, 2019
709
$44.95 - $72.94 $31.9K - $51.7K
DISH
Dish Network Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
752
$23.98 - $36.23 $18K - $27.2K
Ca Inc
Q4 2018 Filed on Feb 14, 2019
894
N/A
SLB
Schlumberger Limited

Energy
Q4 2018 Filed on Feb 14, 2019
2,912
$35.19 - $63.11 $102K - $184K
GS
Goldman Sachs Group Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
182
$156.35 - $231.65 $28.5K - $42.2K
ALB
Albemarle Corp

Basic Materials
Q4 2018 Filed on Feb 14, 2019
135
$73.13 - $107.99 $9.87K - $14.6K
OGE
Oge Energy Corp.

Utilities
Q4 2018 Filed on Feb 14, 2019
3,921
$35.76 - $41.63 $140K - $163K
M
Macy'S, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
160
$28.15 - $37.79 $4.5K - $6.05K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
402
$31.33 - $46.39 $12.6K - $18.6K
L3 Technologies Inc
Q4 2018 Filed on Feb 14, 2019
574
N/A
Express Scripts Hldg CO
Q4 2018 Filed on Feb 14, 2019
3,813
N/A
Allergan PLC
Q4 2018 Filed on Feb 14, 2019
13
N/A
Rockwell Collins Inc
Q4 2018 Filed on Feb 14, 2019
4,062
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
1,154
$43.99 - $83.39 $50.8K - $96.2K
Energy Transfer Partners LP
Q4 2018 Filed on Feb 14, 2019
6,702
N/A
Apollo Invt Corp
Q4 2018 Filed on Feb 14, 2019
2,668
N/A
ILCG
Ishares Morningstar Growth ETF
Q4 2018 Filed on Feb 14, 2019
138
N/A
URI
United Rentals, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
555
$95.9 - $165.53 $53.2K - $91.9K
UNM
Unum Group

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,005
$27.24 - $40.23 $54.6K - $80.7K
Tier Reit Inc
Q4 2018 Filed on Feb 14, 2019
4,072
N/A
Royal Dutch Shell PLC
Q4 2018 Filed on Feb 14, 2019
1,112
N/A
HOLX
Hologic Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
1,103
$37.76 - $44.89 $41.6K - $49.5K
Ishares Gold Trust
Q4 2018 Filed on Feb 14, 2019
4,527
N/A
OTEX
Open Text Corp

Technology
Q4 2018 Filed on Feb 14, 2019
2,000
$31.44 - $37.77 $62.9K - $75.5K
VCR
Vanguard Consumer Discretionar

ETFs
Q4 2018 Filed on Feb 14, 2019
291
N/A
MIDD
Middleby Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
24
$98.1 - $125.65 $2.35K - $3.02K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
504
$31.28 - $35.44 $15.8K - $17.9K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q4 2018 Filed on Feb 14, 2019
2,452
$51.35 - $51.73 $126K - $127K
Investors Real Estate Tr
Q4 2018 Filed on Feb 14, 2019
36,229
N/A
EMB
Ishares Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
245
$102.36 - $107.47 $25.1K - $26.3K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q4 2018 Filed on Feb 14, 2019
2,081
N/A
PACW
Pacwest Bancorp

Financial Services
Q4 2018 Filed on Feb 14, 2019
515
$31.49 - $48.83 $16.2K - $25.1K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
49
N/A
EUFN
Ishares Msci Europe Financials

ETFs
Q4 2018 Filed on Feb 14, 2019
630
$16.38 - $20.14 $10.3K - $12.7K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
477
N/A
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
148
$16.01 - $22.7 $2.37K - $3.36K
SYF
Synchrony Financial

Financial Services
Q4 2018 Filed on Feb 14, 2019
77
$22.17 - $31.78 $1.71K - $2.45K
CFG
Citizens Financial Group Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
290
$27.94 - $39.23 $8.1K - $11.4K
BOX
Box Inc

Technology
Q4 2018 Filed on Feb 14, 2019
275
$15.76 - $22.51 $4.33K - $6.19K
Dell Technologies Inc
Q4 2018 Filed on Feb 14, 2019
1,569
N/A
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
2,374
$65.94 - $83.35 $157K - $198K
Cypress Semiconductor Corp
Q4 2018 Filed on Feb 14, 2019
556
N/A
FANG
Diamondback Energy, Inc.

Energy
Q4 2018 Filed on Feb 14, 2019
43
$85.67 - $139.92 $3.68K - $6.02K
EWJ
Ishares Msci Japan ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
1,572
N/A
Aetna Inc New
Q4 2018 Filed on Feb 14, 2019
600
N/A
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