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 6 of 22
46138E511
Shares:
257400(-1.2%)
Value:
$2.9B(-3.9%)
37954Y475
Shares:
68632(+23.2%)
Value:
$2.7B(+16.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
18.0K | All Managers (Combined) | $3.3M | |||
Oneok Inc /New/(OKEcusip682680103) | 33.6K | All Managers (Combined) | $3.3M | ||
6.7K | All Managers (Combined) | $3.3M | |||
74.4K | All Managers (Combined) | $3.3M | |||
4 | QoQ NEW(+4) YoY NEW(+4) | All Managers (Combined) | $3.2M | QoQ NEW(+$3.2M) YoY NEW(+$3.2M) | |
22.3K | All Managers (Combined) | $3.2M | |||
23.8K | All Managers (Combined) | $3.2M | |||
5.4K | All Managers (Combined) | $3.1M | |||
36.0K | All Managers (Combined) | $3.0M | |||
45.8K | QoQ +0.05% (-24)YoY 0.00% (-2) | All Managers (Combined) | $3.0M | ||
M&T Bank Corp(MTBcusip55261F104) | 16.7K | All Managers (Combined) | $3.0M | ||
10.7K | All Managers (Combined) | $3.0M | |||
(cusip46138E511)✕ | 257.4K | All Managers (Combined) | $2.9M | ||
Walmart Inc.(WMTcusip931142103) | 31.6K | All Managers (Combined) | $2.8M | ||
(cusip37954Y475)✕ | 68.6K | All Managers (Combined) | $2.7M | ||
50.6K | All Managers (Combined) | $2.6M | |||
Oracle Corp(ORCLcusip68389X105) | 17.6K | All Managers (Combined) | $2.5M | ||
20.1K | All Managers (Combined) | $2.4M | |||
32.6K | All Managers (Combined) | $2.4M | |||
9.0K | All Managers (Combined) | $2.4M |