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 9 of 22
69374H881
Shares:
23008(-4.6%)
Value:
$1.3B(-7.5%)
33733E104
Shares:
12656(-3.5%)
Value:
$1.1B(-1.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
9.0K | All Managers (Combined) | $1.3M | |||
18.4K | QoQ -1.79% (-335)YoY +1.07% (+196) | All Managers (Combined) | $1.3M | ||
45.7K | All Managers (Combined) | $1.3M | |||
Mckesson Corp(MCKcusip58155Q103) | 1.9K | QoQ -4.34% (-87)YoY -3.77% (-75) | All Managers (Combined) | $1.3M | |
59.1K | All Managers (Combined) | $1.3M | |||
Workiva Inc(WKcusip98139A105) | 16.6K | All Managers (Combined) | $1.3M | ||
(cusip69374H881)✕ | 23.0K | All Managers (Combined) | $1.3M | ||
31.1K | All Managers (Combined) | $1.3M | |||
14.8K | QoQ 0.00% (+0) | All Managers (Combined) | $1.2M | ||
2.0K | QoQ 0.00% (-0)YoY +0.91% (+18) | All Managers (Combined) | $1.2M | ||
5.0K | QoQ +0.11% (+6) | All Managers (Combined) | $1.2M | ||
20.3K | All Managers (Combined) | $1.2M | |||
11.5K | All Managers (Combined) | $1.2M | |||
10.5K | QoQ +1.04% (-109)YoY -4.70% (-521) | All Managers (Combined) | $1.2M | ||
78.4K | QoQ 0.00% (-0) | All Managers (Combined) | $1.1M | ||
Adobe Inc.(ADBEcusip00724F101) | 3.0K | All Managers (Combined) | $1.1M | ||
(cusip33733E104)✕ | 12.7K | QoQ -3.51% (-461)YoY -3.61% (-475) | All Managers (Combined) | $1.1M | |
Salesforce, Inc.(CRMcusip79466L302) | 4.2K | All Managers (Combined) | $1.1M | ||
236 | QoQ +5.82% (-13) | All Managers (Combined) | $1.1M | ||
Accenture Plc(ACNcusipG1151C101) | 3.5K | All Managers (Combined) | $1.1M |