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 22 of 22
71902K303
Shares:
74321
Value:
$54.3M
42981E401
Shares:
12755(+0.0%)
Value:
$24.1M(-38.8%)
72303P404
Shares:
26701(+0.0%)
Value:
$8.7M(-87.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.6K | All Managers (Combined) | $130.3K | |||
11.2K | All Managers (Combined) | $111.2K | |||
150.4K | QoQ NEW(+150.4K) YoY NEW(+150.4K) | All Managers (Combined) | $108.9K | QoQ NEW(+$108.9K) YoY NEW(+$108.9K) | |
29.6K | YoY NEW(+29.6K) | All Managers (Combined) | $98.6K | YoY NEW(+$98.6K) | |
279.5K | QoQ 0.00% (-0) | All Managers (Combined) | $78.9K | ||
(cusip71902K303)✕ | 74.3K | QoQ NEW(+74.3K) YoY NEW(+74.3K) | All Managers (Combined) | $54.3K | QoQ NEW(+$54.3K) YoY NEW(+$54.3K) |
Telefonica S A(TEFcusip879382208) | 11.6K | QoQ -0.85% (-100)YoY -0.85% (-100) | All Managers (Combined) | $53.9K | |
10.3K | QoQ 0.00% (+0)YoY NEW(+10.3K) | All Managers (Combined) | $44.6K | YoY NEW(+$44.6K) | |
Plug Power Inc(PLUGcusip72919P202) | 18.1K | QoQ -3.57% (-670)YoY NEW(+18.1K) | All Managers (Combined) | $24.4K | YoY NEW(+$24.4K) |
(cusip42981E401)✕ | 12.8K | All Managers (Combined) | $24.1K | ||
(cusip72303P404)✕ | 26.7K | QoQ 0.00% (-0)YoY NEW(+26.7K) | All Managers (Combined) | $8.7K | YoY NEW(+$8.7K) |