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
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2018 Filed on Feb 14, 2019
3,199
$18.59 - $21.69 $59.5K - $69.4K
AGZ
Ishares Agency Bond ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
551
N/A
WAFD
Washington Federal Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
5,015
$24.93 - $32.03 $125K - $161K
MFC
Manulife Financial Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
6,755
$13.59 - $18.05 $91.8K - $122K
VXF
Vanguard Extended Market ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
1,361
N/A
SEE
Sealed Air Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
3,491
$30.74 - $40.05 $107K - $140K
TROW
Price T Rowe Group Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
621
$84.95 - $111.78 $52.8K - $69.4K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q4 2018 Filed on Feb 14, 2019
90
N/A
MNST
Monster Beverage Corp

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
2,215
$47.95 - $60.0 $106K - $133K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
5,166
N/A
NUVA
Nuvasive Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
2,581
$47.64 - $71.26 $123K - $184K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q4 2018 Filed on Feb 14, 2019
530
N/A
DVA
Davita Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
2,000
$48.73 - $76.08 $97.5K - $152K
DOX
Amdocs LTD

Technology
Q4 2018 Filed on Feb 14, 2019
1,879
$56.76 - $66.79 $107K - $125K
UYG
Proshares Ultra Financials

ETFs
Q4 2018 Filed on Feb 14, 2019
3,000
N/A
SR
Spire Inc

Utilities
Q4 2018 Filed on Feb 14, 2019
1,700
$71.15 - $80.37 $121K - $137K
AFG
American Financial Group Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,000
$85.28 - $112.06 $85.3K - $112K
DCI
Donaldson CO Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
2,537
$40.71 - $58.29 $103K - $148K
NWE
Northwestern Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
2,112
$57.96 - $64.46 $122K - $136K
DEO
Diageo PLC

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
431
$131.94 - $145.65 $56.9K - $62.8K
XT
Ishares Tr Exponential Technol

ETFs
Q4 2018 Filed on Feb 14, 2019
1,937
$31.56 - $38.88 $61.1K - $75.3K
WERN
Werner Enterprises Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
3,000
$29.11 - $35.71 $87.3K - $107K
FTV
Fortive Corp

Technology
Q4 2018 Filed on Feb 14, 2019
1,116
$53.26 - $70.65 $59.4K - $78.8K
Encana Corp
Q4 2018 Filed on Feb 14, 2019
4,894
N/A
PTC
Ptc Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
1,092
$76.71 - $105.87 $83.8K - $116K
AZN
Astrazeneca PLC

Healthcare
Q4 2018 Filed on Feb 14, 2019
634
$36.86 - $41.49 $23.4K - $26.3K
HAP
Vaneck ETF Tr Natural Resource

ETFs
Q4 2018 Filed on Feb 14, 2019
2,839
N/A
SJM
J M Smucker CO

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
1,006
$93.16 - $114.2 $93.7K - $115K
POST
Post Holdings, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
1,304
$55.22 - $64.15 $72K - $83.7K
WY
Weyerhaeuser CO

Real Estate
Q4 2018 Filed on Feb 14, 2019
2,901
$21.1 - $31.98 $61.2K - $92.8K
SNPTY
China Petro&Chem Ads (100 Ord)
Q4 2018 Filed on Feb 14, 2019
1,020
N/A
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
370
$320.61 - $358.87 $119K - $133K
NDAQ
Nasdaq, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,041
$76.75 - $92.65 $79.9K - $96.4K
AEE
Ameren Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
1,639
$63.24 - $70.71 $104K - $116K
ABB
Abb LTD

Industrials
Q4 2018 Filed on Feb 14, 2019
258
$18.19 - $23.42 $4.69K - $6.04K
UMBF
Umb Financial Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,055
$58.28 - $72.55 $61.5K - $76.5K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,276
$13.18 - $16.2 $30K - $36.9K
BMO
Bank Of Montreal

Financial Services
Q4 2018 Filed on Feb 14, 2019
418
$63.51 - $83.41 $26.5K - $34.9K
VTR
Ventas, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
947
$52.86 - $65.47 $50.1K - $62K
JKHY
Henry Jack & Associates Inc

Technology
Q4 2018 Filed on Feb 14, 2019
707
$121.07 - $159.12 $85.6K - $112K
AEIS
Advanced Energy Industries Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
1,387
$38.84 - $52.56 $53.9K - $72.9K
SCI
Service Corp International

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
2,422
$37.71 - $46.97 $91.3K - $114K
ETR
Entergy Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
964
$80.33 - $90.46 $77.4K - $87.2K
STT
State Street Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
716
$59.78 - $87.14 $42.8K - $62.4K
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,650
$44.49 - $52.78 $73.4K - $87.1K
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
5,554
$11.29 - $15.56 $62.7K - $86.4K
PUK
Prudential PLC

Financial Services
Q4 2018 Filed on Feb 14, 2019
59
$32.7 - $44.22 $1.93K - $2.61K
CLR
Continental Resources, Inc

Energy
Q4 2018 Filed on Feb 14, 2019
787
$36.2 - $71.79 $28.5K - $56.5K
China Mobile Limited
Q4 2018 Filed on Feb 14, 2019
70
N/A
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