Avantax Planning Partners, Inc.
CIK Number: 0001005441
2.79B
Market Value
416
# of Holdings
16 months
Avg. Holding Period
73.42%
Win Rate
-22.54%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwab Strategi... | 28.75 | +0.28% | 3.90M | -13.12% | 406.60M | 34.01 | 14.58% | |
| 2 | Schwab Strategi... | 26.86 | -0.17% | 3.31M | -17.76% | 265.75M | 38.1 | 9.53% | |
| 3 | Schwab Strategi... | 28.12 | -0.27% | 3.11M | -13.09% | 262.55M | 38.67 | 9.42% | |
| 4 | Schwab Strategi... | 22.96 | -0.38% | 3.14M | -7.74% | 148.96M | 37.49 | 5.34% | |
| 5 | Schwab Strategi... | 19.05 | -0.23% | 2.77M | -9.10% | 114.03M | 28.41 | 4.09% |
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