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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
CMGChipotle Mexican Grill Inc
Recent Activity
Exited
0%
$319,515
5,100 shares@ $62.65 avg price
FIBKFirst Intst Bancsystem Inc
Recent Activity
Exited
0%
$313,523
11,290 shares@ $27.77 avg price
ORIOld Rep Intl Corp
Recent Activity
Exited
0%
$300,842
9,736 shares@ $30.9 avg price
VAWVanguard World Fd
Recent Activity
Exited
0%
$297,806
1,546 shares@ $192.64 avg price
SOLVSolventum Corp
Recent Activity
Exited
0%
$293,907
5,558 shares@ $52.88 avg price
SPRYArs Pharmaceuticals Inc
Recent Activity
Exited
0%
$273,801
32,174 shares@ $8.52 avg price
ZTSZoetis Inc
Recent Activity
Exited
0%
$272,002
1,569 shares@ $173.37 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$257,883
4,366 shares@ $59.07 avg price
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$244,347
5,155 shares@ $47.4 avg price
SCHHSchwab Strategic Tr
Recent Activity
Exited
0%
$239,041
11,970 shares@ $19.98 avg price