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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
FMBFirst Tr Exchange-traded Fd
Recent Activity
Decreased -21%
1.35%
$37.526M
722,201 shares@ $51.97 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -21.52%
1.22%
$33.832M
170,816 shares@ $198.07 avg price
SLYGSpdr Ser Tr
Recent Activity
Decreased -8.88%
1.2%
$33.322M
357,881 shares@ $93.11 avg price
MUBIshares Tr
Recent Activity
Decreased -9.59%
1.16%
$32.085M
295,359 shares@ $108.63 avg price
IDOGAlps Etf Tr
Recent Activity
Decreased -21.25%
1.11%
$30.742M
965,147 shares@ $31.86 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -16.18%
0.99%
$27.328M
422,112 shares@ $64.75 avg price
IWFIshares Tr
Recent Activity
Decreased -21.58%
0.94%
$26.071M
69,452 shares@ $375.39 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 5.11%
0.91%
$25.295M
391,556 shares@ $64.61 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Decreased -11.68%
0.89%
$24.747M
482,682 shares@ $51.27 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -20.24%
0.89%
$24.607M
465,510 shares@ $52.87 avg price