Avantax Planning Partners, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$2.79B
Signature - Title
Steven Kaminski - Advisory Consultant
Location
Dubuque, IA
Summary
This page shows a list of all the recent 13F filings made by Avantax Planning Partners, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Avantax Planning Partners, Inc. reported 443 stock holdings with total value $2.79B as of Q3 2024. Top holdings included SCHG, SCHV, SCHD, SCHZ, and SCHF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 443 $2.79B +$38.4M -$536M -$498M SCHG, SCHV, SCHD, SCHZ, SCHF 13F-HR 11/13/2024, 06:42 PM
Q2 2024 471 $3.11B +$233M -$216M +$16.8M SCHG, SCHV, SCHD, SCHZ, SCHF 13F-HR 8/9/2024, 12:52 PM
Q1 2024 465 $3.09B +$492M -$189M +$303M SCHG, SCHV, SCHD, SCHZ, SCHF 13F-HR 5/2/2024, 09:22 PM
Q4 2023 372 $2.62B +$136M -$127M +$9.36M SCHG, SCHV, SCHD, SCHZ, SCHF 13F-HR 2/9/2024, 03:51 PM
Q3 2023 362 $2.39B +$85.6M -$121M -$35.4M SCHG, SCHV, SCHD, SCHZ, SCHF 13F-HR 11/3/2023, 05:47 PM
Q2 2023 372 $2.52B +$58M -$104M -$46.2M SCHG, SCHV, SCHD, SCHZ, SCHF 13F-HR 7/17/2023, 09:49 PM
Q1 2023 377 $2.46B +$195M -$324M -$129M SCHG, SCHV, SCHD, SCHZ, SCHF 13F-HR 4/20/2023, 09:36 PM
Q4 2022 367 $2.52B +$220M -$71.1M +$149M SCHG, SCHV, SCHD, FLRN, BSV 13F-HR 2/9/2023, 08:41 PM
Q3 2022 347 $2.22B +$124M -$115M +$8.95M SCHG, SCHV, SCHD, FLRN, BSV 13F-HR 10/14/2022, 02:52 PM
Q2 2022 343 $2.34B +$281M -$140M +$142M SCHG, SCHV, SCHD, FLRN, BSV 13F-HR 7/18/2022, 10:52 AM
Q1 2022 359 $2.52B +$603M -$159M +$444M SCHG, SCHV, SCHD, FLRN, SCHZ 13F-HR 5/9/2022, 11:48 AM
Q4 2021 355 $2.43B +$150M -$34.4M +$116M SCHG, SCHV, SCHD, SCHZ, FLRN 13F-HR 1/28/2022, 04:39 PM
Q3 2021 339 $2.17B +$75.1M -$22.6M +$52.5M SCHG, SCHV, SCHD, SCHZ, FLRN 13F-HR 10/27/2021, 11:22 AM
Q2 2021 326 $2.13B +$131M -$45.8M +$84.9M SCHG, SCHV, SCHD, SCHZ, FLRN 13F-HR 8/10/2021, 09:49 AM
Q1 2021 314 $1.94B +$147M -$249M -$102M SCHG, SCHV, SCHD, SCHZ, FLRN 13F-HR 5/5/2021, 05:41 PM
Q4 2020 288 $1.94B +$40.8M -$176M -$136M SCHG, SCHV, SCHD, SCHZ, FLRN 13F-HR 2/4/2021, 04:59 PM
Q3 2020 296 $1.89B +$137M -$120M +$17.1M SCHG, SCHV, SCHD, SCHZ, FLRN 13F-HR 10/28/2020, 12:36 PM
Q2 2020 280 $1.77B +$205M -$95.3M +$110M SCHG, SCHV, SCHD, SCHZ, FLRN 13F-HR 7/15/2020, 12:26 PM
Q1 2020 270 $1.44B +$80.7M -$47.3M +$33.4M SCHG, SCHV, SCHD, SCHZ, FLRN 13F-HR 4/27/2020, 12:54 PM
Q4 2019 304 $1.7B +$31M -$57.8M -$26.8M SCHV, SCHG, SCHD, SCHZ, FLRN 13F-HR 1/14/2020, 06:05 PM
Q3 2019 303 $1.63B +$163M -$80M +$83M SCHV, SCHG, SCHD, SCHZ, FLRN 13F-HR 11/8/2019, 10:26 AM
Q2 2019 298 $1.55B +$123M -$69.6M +$53.8M SCHG, SCHV, SCHD, SCHZ, FLRN 13F-HR 8/7/2019, 12:39 PM
Q1 2019 293 $1.44B +$240M -$251M -$10.7M SCHG, SCHD, SCHV, SCHZ, FLRN 13F-HR 5/8/2019, 11:42 AM
Q4 2018 275 $1.33B +$305M -$91.2M +$214M SCHG, SCHZ, SCHD, SCHV, FLRN 13F-HR 2/14/2019, 10:32 AM
Q3 2018 1,448 $1.25B +$78.2M -$5.66M +$72.5M SCHG, SCHZ, SCHV, SCHD, FLRN 13F-HR 11/13/2018, 03:51 PM
Q2 2018 234 $1.12B +$104M -$110M -$6.05M SCHG, SCHZ, SCHV, SCHD, FLRN 13F-HR 8/13/2018, 01:16 PM
Q1 2018 1,805 $1.16B +$97.1M -$11.7M +$85.4M SCHG, SCHZ, SCHV, SCHD, FLRN 13F-HR 5/15/2018, 01:55 PM
Q4 2017 305 $1.09B +$10.9M -$247M -$236M SCHG, SCHZ, SCHV, SCHD, FLRN 13F-HR 2/9/2018, 05:08 PM
Q3 2017 362 $1.27B +$64.3M -$22.2M +$42.1M SCHG, SCHV, SCHZ, SCHD, FLRN 13F-HR 10/19/2017, 01:03 PM
Q2 2017 336 $1.19B +$121M -$76.5M +$44.1M SCHG, SCHV, SCHZ, SCHD, FLRN 13F-HR 7/27/2017, 05:08 PM
Q1 2017 325 $1.12B +$183M -$43.8M +$139M SCHG, SCHV, SCHD, SCHZ, MDYG 13F-HR 4/12/2017, 05:18 PM
Q4 2016 313 $937M $0 $0 SCHG, SCHV, SCHD, SCHZ, MDYG 13F-HR 2/9/2017, 04:11 PM