Avantax Planning Partners, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-29
Total Holdings
431
Total Value
2824731023
Accession Number
0001085146-25-002418
Form Type
13F-HR
CIK
0001005441
Manager Name
Avantax Planning Partners, Inc.
Data Enrichment
74% identified
318 identified113 unidentified

Holdings

431 positions
Manager:
SEC
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Page 15 of 22
33739E108
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92204A884
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GSK plc
GSK|37733W204
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10370(-11.6%)
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$401.7M(+1.2%)
81369Y506
81369Y506
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4223(+14.5%)
Value:
$394.6M(+24.9%)
33738D101
33738D101
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10525(-9.7%)
Value:
$394.6M(-5.0%)
81369Y407
81369Y407
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1989(-13.6%)
Value:
$392.7M(-24.0%)
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AFL|001055102
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3520(+0.1%)
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HWM|443201108
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78463X202
78463X202
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Value:
$378.2M(+13.0%)