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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
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 5.11%
0.91%
$25.295M
391,556 shares@ $64.61 avg price
MDYGSpdr Ser Tr
Recent Activity
Increased 1.35%
0.86%
$23.881M
272,182 shares@ $87.75 avg price
JPIBJ P Morgan Exchange Traded F
Recent Activity
Increased 59.7%
0.85%
$23.484M
482,673 shares@ $48.66 avg price
MDYVSpdr Ser Tr
Recent Activity
Increased 4.68%
0.81%
$22.375M
281,586 shares@ $79.47 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 144.51%
0.48%
$13.37M
277,158 shares@ $48.25 avg price
AVGOBroadcom Inc
Recent Activity
Increased 420.75%
0.34%
$9.309M
53,965 shares@ $172.51 avg price
AMGNAmgen Inc
Recent Activity
Increased 7.55%
0.3%
$8.282M
25,702 shares@ $322.22 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1.52%
0.3%
$8.213M
47,044 shares@ $174.58 avg price
JPEMJ P Morgan Exchange Traded F
Recent Activity
Increased 52.05%
0.24%
$6.601M
116,574 shares@ $56.63 avg price
DFLVDimensional Etf Trust
Recent Activity
Increased 0.26%
0.15%
$4.118M
133,653 shares@ $30.82 avg price