| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 25.4% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 23.6% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 13.1% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 11.0% |
| SPDR SER TR | 28 | Q3 2023 | 5.5% |
| ISHARES TR | 28 | Q3 2023 | 4.0% |
| VANGUARD WORLD FDS | 28 | Q3 2023 | 4.5% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 4.1% |
| SPDR SER TR | 28 | Q3 2023 | 3.0% |
| ALPS ETF TR | 28 | Q3 2023 | 2.2% |
View Avantax Planning Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-28 |
View Avantax Planning Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.