Avantax Planning Partners, Inc.
CIK Number: 0001005441
2.77B
Market Value
415
# of Holdings
17 months
Avg. Holding Period
75.16%
Win Rate
10.71%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwab Strategi... | 26.56 | -2.64% | 3.9M | -13.12% | 406.6M | 8.6 | 14.58% | |
| 2 | Schwab Strategi... | 27.30 | -0.89% | 3.31M | -17.76% | 265.75M | 18.28 | 9.53% | |
| 3 | Schwab Strategi... | 28.34 | -0.68% | 3.11M | -13.09% | 262.55M | 18.51 | 9.42% | |
| 4 | Schwab Strategi... | 23.22 | -0.17% | 3.14M | -7.74% | 148.96M | 24.55 | 5.34% | |
| 5 | Schwab Strategi... | 19.93 | +0.73% | 2.77M | -9.10% | 114.03M | 17.42 | 4.09% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.