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IVP

Avantax Planning Partners’s Inspire Veterinary Partners IVP Stock Holding History

Avantax Planning Partners’s Portfolio IVP Stock Details IVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,840
Closed -$47.1K – 449
2024
Q4 		$47.1K Buy
9,840
+6,400
+186% +$38.4K ﹤0.01% 426
2024
Q3 		$27.4K Buy
+3,440
New +$347K ﹤0.01% 439

Other funds holding IVP

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

Avantax Planning Partners's IVP Position: Q1 2025 in Review

Avantax Planning Partners sold out of Inspire Veterinary Partners (IVP) in Q1 2025, closing a stake of 9,840 shares — an estimated $47.1K sold.

Avantax Planning Partners first reported a position in IVP in Q3 2024 and held it in 2 quarters. The position peaked at $47.1K in Q4 2024. 11 funds tracked by Wall St. Rank hold IVP as of Q1 2025.

  • Avantax Planning Partners reported no remaining Inspire Veterinary Partners position as of Q1 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 9,840 Inspire Veterinary Partners shares in Q1 2025, an estimated $47.1K.
  • Avantax Planning Partners first reported a position in Inspire Veterinary Partners in Q3 2024 and held it in 2 quarters.
  • Avantax Planning Partners's Inspire Veterinary Partners position peaked at $47.1K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Inspire Veterinary Partners as of Q1 2025.

Based on Avantax Planning Partners's 13F filing for Q1 2025, filed 29 Apr 2025.