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Steven Kaminski

@Avantax Planning Partners, Inc.

Latest period2024 - Q3ReportedManaged Assets$2.788BTotal holdings443
Assets growth rate-10.39%Assets growth rate (2-Q avg)-4.81%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Avantax Planning Partners, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 443 positions.

Assets under management

The assets under management (AUM) of Avantax Planning Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.788B in assets, with a quarterly growth rate of -10.39% and a 2-quarter average growth rate of -4.81%. The portfolio is managed by Steven Kaminski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHGSchwab Strategic Tr
Recent Activity
Decreased -13.12%
14.59%
$406.597M
3.903M shares@ $104.18 avg price
SCHVSchwab Strategic Tr
Recent Activity
Decreased -17.75%
9.54%
$265.751M
3.307M shares@ $80.37 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -13.08%
9.42%
$262.55M
3.106M shares@ $84.53 avg price
SCHZSchwab Strategic Tr
Recent Activity
Decreased -7.74%
5.35%
$148.965M
3.135M shares@ $47.52 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -9.1%
4.1%
$114.032M
2.773M shares@ $41.12 avg price
SPTLSpdr Ser Tr
Recent Activity
Decreased -2%
3.7%
$103.117M
3.547M shares@ $29.07 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Decreased -12.13%
2.93%
$81.431M
848,684 shares@ $95.96 avg price
HYMBSpdr Ser Tr
Recent Activity
Decreased -25.02%
1.92%
$53.369M
2.032M shares@ $26.28 avg price
CWISpdr Index Shs Fds
Recent Activity
Decreased -15.64%
1.77%
$49.31M
1.62M shares@ $30.44 avg price
AAPLApple Inc
Recent Activity
Decreased -8.25%
1.45%
$40.365M
173,240 shares@ $233.01 avg price