Avantax Planning Partners, Inc.
Q4 2025 13F Holdings
Location
Dubuque, IA
Holdings as of
12/31/2025
Value ($000)
$3,575,183
Num holdings
437
Date filed
2/4/2026
Form type
13F-HR
Prev filing
10/31/2025
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type