Avantax Planning Partners, Inc. Portfolio Holdings
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
Avantax Planning Partners, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.78 Billion distributed in 443 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $407M, Schwab Strategic Tr Us Large C with a value of $266M, Schwab Strategic Tr Us Dividen with a value of $263M, Schwab Us Aggregate Bond ETF with a value of $149M, and Schwab Strategic Tr Intl Eqty with a value of $114M.
Examining the 13F form we can see an decrease of $324M in the current position value, from $3.1B to 2.78B.
Below you can find more details about Avantax Planning Partners, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 443
- Current Value $2.78 Billion
- Prior Value $3.1 Billion
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 22 stocks
- Additional Purchases 54 stocks
- Sold out of 0 stocks
- Reduced holdings in 322 stocks