Steven Kaminski

@Avantax Planning Partners, Inc.

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$2.788B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VRTXVertex Pharmaceuticals Inc Recent Activity New Position	0.02%	$397,178 854 shares@ $465.08 avg price	New Position
CHEChemed Corp New Recent Activity New Position	0.02%	$341,351 568 shares@ $600.98 avg price	New Position
IEFAIshares Tr Recent Activity New Position	0.01%	$273,375 3,503 shares@ $78.05 avg price	New Position
INGRIngredion Inc Recent Activity New Position	0.01%	$247,924 1,804 shares@ $137.44 avg price	New Position
CARRCarrier Global Corporation Recent Activity New Position	0.01%	$235,577 2,927 shares@ $80.49 avg price	New Position
GLWCorning Inc Recent Activity New Position	0.01%	$234,176 5,187 shares@ $45.15 avg price	New Position
HNIHni Corp Recent Activity New Position	0.01%	$233,504 4,337 shares@ $53.84 avg price	New Position
AEMAgnico Eagle Mines Ltd Recent Activity New Position	0.01%	$232,577 2,887 shares@ $80.57 avg price	New Position
SNYSanofi Recent Activity New Position	0.01%	$232,076 4,027 shares@ $57.63 avg price	New Position
BALLBall Corp Recent Activity New Position	0.01%	$220,640 3,249 shares@ $67.92 avg price	New Position