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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
KNFKnife River Corp
Recent Activity
Exited
0%
$520,228
7,417 shares@ $70.14 avg price
VISVanguard World Fd
Recent Activity
Exited
0%
$510,898
2,172 shares@ $235.23 avg price
MUMicron Technology Inc
Recent Activity
Exited
0%
$490,111
3,726 shares@ $131.54 avg price
KDPKeurig Dr Pepper Inc
Recent Activity
Exited
0%
$468,134
14,016 shares@ $33.4 avg price
GPNGlobal Pmts Inc
Recent Activity
Exited
0%
$452,749
4,682 shares@ $96.7 avg price
SMHVaneck Etf Trust
Recent Activity
Exited
0%
$443,711
1,702 shares@ $260.7 avg price
GCOWPacer Fds Tr
Recent Activity
Exited
0%
$438,541
13,005 shares@ $33.73 avg price
VDCVanguard World Fd
Recent Activity
Exited
0%
$415,196
2,045 shares@ $203.03 avg price
CBZCbiz Inc
Recent Activity
Exited
0%
$370,500
5,000 shares@ $74.1 avg price
RSPGInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$324,213
4,021 shares@ $80.63 avg price