test

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
IBDTIshares Tr
Recent Activity
Exited
0%
$2.141M
86,427 shares@ $24.77 avg price
IBTGIshares Tr
Recent Activity
Exited
0%
$1.084M
47,830 shares@ $22.66 avg price
FIFiserv Inc
Recent Activity
Exited
0%
$1.051M
7,053 shares@ $149.04 avg price
NUEMNushares Etf Tr
Recent Activity
Exited
0%
$810,874
28,283 shares@ $28.68 avg price
MDUMdu Res Group Inc
Recent Activity
Exited
0%
$771,975
30,756 shares@ $25.1 avg price
EMXCIshares Inc
Recent Activity
Exited
0%
$764,164
12,908 shares@ $59.21 avg price
SPMDSpdr Ser Tr
Recent Activity
Exited
0%
$707,837
13,798 shares@ $51.3 avg price
XJRIshares Tr
Recent Activity
Exited
0%
$664,070
17,535 shares@ $37.88 avg price
NUMVNushares Etf Tr
Recent Activity
Exited
0%
$660,005
19,982 shares@ $33.03 avg price
VTVanguard Intl Equity Index F
Recent Activity
Exited
0%
$608,202
5,400 shares@ $112.63 avg price