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
Aqua America Inc
Q4 2018 Filed on Feb 14, 2019
1,560
N/A
Ishares Tr
Q4 2018 Filed on Feb 14, 2019
4,518
N/A
IDU
Ishares Tr U S Utils ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
410
$65.33 - $72.1 $26.8K - $29.6K
Seagate Technology PLC
Q4 2018 Filed on Feb 14, 2019
512
N/A
EIX
Edison International

Utilities
Q4 2018 Filed on Feb 14, 2019
964
$47.19 - $70.54 $45.5K - $68K
Amerigas Partners L P
Q4 2018 Filed on Feb 14, 2019
1,102
N/A
JBLU
Jetblue Airways Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
2,000
$15.19 - $19.52 $30.4K - $39K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
614
$70.68 - $81.72 $43.4K - $50.2K
LAMR
Lamar Advertising CO

Real Estate
Q4 2018 Filed on Feb 14, 2019
220
$65.06 - $80.47 $14.3K - $17.7K
Apache Corp
Q4 2018 Filed on Feb 14, 2019
640
N/A
Emc Ins Group Inc
Q4 2018 Filed on Feb 14, 2019
1,800
N/A
ILMN
Illumina, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
100
$272.46 - $366.54 $27.2K - $36.7K
CC
Chemours CO

Basic Materials
Q4 2018 Filed on Feb 14, 2019
545
$25.34 - $41.64 $13.8K - $22.7K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
455
$148.92 - $184.72 $67.8K - $84K
IVZ
Invesco Ltd.

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,383
$15.71 - $23.24 $21.7K - $32.1K
EPC
Edgewell Personal Care CO

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
951
$36.7 - $48.03 $34.9K - $45.7K
EA
Electronic Arts Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
190
$74.72 - $117.55 $14.2K - $22.3K
CWT
California Water Service Group

Utilities
Q4 2018 Filed on Feb 14, 2019
1,200
$40.47 - $48.77 $48.6K - $58.5K
Unilever N V
Q4 2018 Filed on Feb 14, 2019
89
N/A
AEG
Aegon Nv

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,585
$4.48 - $6.54 $11.6K - $16.9K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,500
$19.3 - $23.78 $29K - $35.7K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
2,110
$15.32 - $19.79 $32.3K - $41.8K
FR
First Industrial Realty Trust Inc

Real Estate
Q4 2018 Filed on Feb 14, 2019
1,487
$27.6 - $32.4 $41K - $48.2K
MDIV
First Trust Multi Asset Divers

ETFs
Q4 2018 Filed on Feb 14, 2019
2,400
$16.21 - $18.57 $38.9K - $44.6K
PHYS
Sprott Physical Gold Trust

Financial Services
Q4 2018 Filed on Feb 14, 2019
5,535
$9.5 - $10.31 $52.6K - $57.1K
TPR
Tapestry, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
131
$32.3 - $50.34 $4.23K - $6.59K
IGE
Ishares Tr North Amern Nat Res

ETFs
Q4 2018 Filed on Feb 14, 2019
450
N/A
ILF
Ishares Latin America 40 ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
1,105
N/A
NTRS
Northern Trust Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
271
$77.26 - $106.72 $20.9K - $28.9K
Transcanada Corp
Q4 2018 Filed on Feb 14, 2019
1,450
N/A
STOR
Store Capital Corp

Real Estate
Q4 2018 Filed on Feb 14, 2019
77
$27.4 - $30.85 $2.11K - $2.38K
PNW
Pinnacle West Capital Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
400
$78.77 - $92.33 $31.5K - $36.9K
QGEN
Qiagen N.V.

Healthcare
Q4 2018 Filed on Feb 14, 2019
962
$32.65 - $37.95 $31.4K - $36.5K
Concho Res Inc
Q4 2018 Filed on Feb 14, 2019
250
N/A
PLD
Prologis, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
600
$55.94 - $68.65 $33.6K - $41.2K
RY
Royal Bank Of Canada

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,500
$66.36 - $80.89 $99.5K - $121K
RF
Regions Financial Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,060
$12.57 - $18.69 $25.9K - $38.5K
Whiting Pete Corp New
Q4 2018 Filed on Feb 14, 2019
1,091
N/A
GNL
Global Net Lease, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
2,237
$17.07 - $21.79 $38.2K - $48.7K
Enbridge Energy Partners L P
Q4 2018 Filed on Feb 14, 2019
3,791
N/A
JNPR
Juniper Networks Inc

Technology
Q4 2018 Filed on Feb 14, 2019
989
$25.56 - $30.67 $25.3K - $30.3K
ING
Ing Groep Nv

Financial Services
Q4 2018 Filed on Feb 14, 2019
6,935
$10.38 - $13.1 $72K - $90.8K
APTV
Aptiv PLC

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
392
$60.08 - $85.13 $23.6K - $33.4K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q4 2018 Filed on Feb 14, 2019
15,047
N/A
FE
Firstenergy Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
2,244
$35.84 - $39.61 $80.4K - $88.9K
FDL
First Tr Morningstar Dividend

ETFs
Q4 2018 Filed on Feb 14, 2019
1,229
$25.99 - $30.19 $31.9K - $37.1K
NWPX
Northwest Pipe CO

Industrials
Q4 2018 Filed on Feb 14, 2019
2,000
$16.9 - $24.9 $33.8K - $49.8K
SBR
Sabine Royalty Trust

Energy
Q4 2018 Filed on Feb 14, 2019
800
$31.62 - $42.43 $25.3K - $33.9K
ADI
Analog Devices Inc

Technology
Q4 2018 Filed on Feb 14, 2019
275
$77.82 - $93.51 $21.4K - $25.7K
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