Avantax Planning Partners, Inc.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified318 identified113 unidentified
Holdings
431 positions
Manager:
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Page 20 of 22
45782C797
Shares:
5952(-8.4%)
Value:
$231.2M(-10.0%)
81369Y704
Shares:
1760(-21.1%)
Value:
$230.7M(-21.6%)
524682200
Shares:
3245(+0.0%)
Value:
$226.4M(-7.3%)
464287341
Shares:
5299(+0.0%)
Value:
$222.9M(+10.2%)
33735J101
Shares:
2855(+0.0%)
Value:
$219.0M(+0.3%)
025072885
Shares:
2354
Value:
$217.5M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 783 | QoQ +5.10% (+38)YoY NEW(+783) | All Managers (Combined) | $236.5K | YoY NEW(+$236.5K) | |
| 1.2K | All Managers (Combined) | $232.1K | |||
(cusip45782C797)✕ | 6.0K | QoQ -8.37% (-544)YoY -7.21% (-463) | All Managers (Combined) | $231.2K | |
(cusip81369Y704)✕ | 1.8K | YoY +4.08% (+69) | All Managers (Combined) | $230.7K | |
| 4.7K | All Managers (Combined) | $227.0K | |||
(cusip524682200)✕ | 3.2K | All Managers (Combined) | $226.4K | ||
| 3.1K | QoQ 0.00% (+0) | All Managers (Combined) | $225.0K | ||
| 2.5K | QoQ 0.00% (-0)YoY NEW(+2.5K) | All Managers (Combined) | $224.5K | YoY NEW(+$224.5K) | |
(cusip464287341)✕ | 5.3K | QoQ 0.00% (+0)YoY NEW(+5.3K) | All Managers (Combined) | $222.9K | YoY NEW(+$222.9K) |
| 2.4K | QoQ NEW(+2.4K) YoY NEW(+2.4K) | All Managers (Combined) | $221.8K | QoQ NEW(+$221.8K) YoY NEW(+$221.8K) | |
| 3.0K | QoQ NEW(+3.0K) YoY -7.29% (-236) | All Managers (Combined) | $219.9K | QoQ NEW(+$219.9K) | |
| 2.0K | QoQ 0.00% (+0)YoY NEW(+2.0K) | All Managers (Combined) | $219.5K | YoY NEW(+$219.5K) | |
| 1.4K | QoQ NEW(+1.4K) YoY NEW(+1.4K) | All Managers (Combined) | $219.5K | QoQ NEW(+$219.5K) YoY NEW(+$219.5K) | |
(cusip33735J101)✕ | 2.9K | All Managers (Combined) | $219.0K | ||
(cusip025072885)✕ | 2.4K | QoQ NEW(+2.4K) YoY NEW(+2.4K) | All Managers (Combined) | $217.5K | QoQ NEW(+$217.5K) YoY NEW(+$217.5K) |
| 3.3K | All Managers (Combined) | $216.1K | |||
| 5.5K | QoQ NEW(+5.5K) | All Managers (Combined) | $215.3K | QoQ NEW(+$215.3K) | |
| 3.4K | All Managers (Combined) | $215.3K | |||
Corning Inc /Ny(GLWcusip219350105) | 4.7K | QoQ -9.22% (-477)YoY NEW(+4.7K) | All Managers (Combined) | $214.9K | YoY NEW(+$214.9K) |
| 5.9K | All Managers (Combined) | $214.7K |