Avantax Planning Partners, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q3 2024
  • Location
    dubuque, IA
  • CIK
    0001005441
  • All SEC filings
Q3 2024
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