Avantax Planning Partners, Inc.
13F Portfolio Filings
- Most recent 13FQ3 2024
- Locationdubuque, IA
- CIK0001005441
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
443 | $2.79B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Nov 14, 2024 | 000108514624005692 | ||
471 | $3.11B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Aug 9, 2024 | 000108514624003629 | ||
465 | $3.09B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | May 3, 2024 | 000108514624002194 | ||
372 | $2.62B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Feb 9, 2024 | 000108514624000986 | ||
362 | $2.39B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Nov 6, 2023 | 000108514623004081 | ||
372 | $2.52B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Jul 18, 2023 | 000108514623002740 | ||
377 | $2.46B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Apr 21, 2023 | 000108514623001802 | ||
367 | $2.52B | SCHG, SCHV, SCHD, KRE | 13F-HR | Feb 10, 2023 | 000108514623000943 | ||
347 | $2.22B | SCHG, SCHV, SCHD, KRE | 13F-HR | Oct 14, 2022 | 000100544122000005 | ||
343 | $2.34B | SCHG, SCHV, SCHD, KRE | 13F-HR | Jul 18, 2022 | 000100544122000004 | ||
359 | $2.52B | SCHG, SCHV, SCHD, KRE | 13F-HR | May 9, 2022 | 000100544122000003 | ||
355 | $2.43B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Jan 28, 2022 | 000100544122000002 | ||
339 | $2.17B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Oct 27, 2021 | 000100544121000006 | ||
328 | $2.13B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Aug 10, 2021 | 000100544121000005 | ||
314 | $1.94B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | May 6, 2021 | 000100544121000004 | ||
288 | $1.94B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Feb 4, 2021 | 000100544121000002 | ||
296 | $1.89B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Oct 28, 2020 | 000100544120000006 | ||
280 | $1.77B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Jul 15, 2020 | 000100544120000005 | ||
271 | $1.44B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Apr 27, 2020 | 000100544120000003 | ||
307 | $1.70B | SCHV, SCHG, SCHD, SCHZ | 13F-HR | Jan 15, 2020 | 000100544120000001 | ||
305 | $1.63B | SCHV, SCHG, SCHD, SCHZ | 13F-HR | Nov 8, 2019 | 000100544119000005 | ||
299 | $1.55B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Aug 7, 2019 | 000100544119000004 | ||
294 | $1.44B | SCHG, SCHD, SCHV, SCHZ | 13F-HR | May 8, 2019 | 000100544119000003 | ||
277 | $1.33B | SCHG, SCHZ, SCHD, SCHV | 13F-HR | Feb 14, 2019 | 000100544119000001 | ||
1,479 | $1.25B | SCHG, SCHZ, SCHV, SCHD | 13F-HR | Nov 13, 2018 | 000100544118000005 | ||
239 | $1.12B | SCHG, SCHZ, SCHV, SCHD | 13F-HR | Aug 13, 2018 | 000100544118000004 | ||
1,922 | $1.16B | SCHG, SCHZ, SCHV, SCHD | 13F-HR | May 15, 2018 | 000100544118000003 | ||
309 | $1.09B | SCHG, SCHZ, SCHV, SCHD | 13F-HR | Feb 9, 2018 | 000100544118000001 | ||
365 | $1.27B | SCHG, SCHV, SCHZ, SCHD | 13F-HR | Oct 19, 2017 | 000100544117000007 | ||
339 | $1.19B | SCHG, SCHV, SCHZ, SCHD | 13F-HR | Jul 27, 2017 | 000100544117000006 | ||
332 | $1.12B | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Apr 12, 2017 | 000100544117000005 | ||
317 | $937.51M | SCHG, SCHV, SCHD, SCHZ | 13F-HR | Feb 9, 2017 | 000100544117000003 |