Avantax Planning Partners, Inc.

Avantax Planning Partners, Inc. reported 435 holdings worth US$3.64B as of Mar 31, 2026 (Form 13F)

As of Mar 31, 2026 · Filed May 4, 2026

Avantax Planning Partners, Inc. reported 435 holdings worth US$3.64B as of Mar 31, 2026. Filed May 4, 2026 (Form 13F).

Holdings
435
Value as reported
US$3.64B

Source

View original at SEC

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  • Form 13F · Avantax Planning Partners, Inc. · Jul 28, 2026