Avantax Planning Partners, Inc.'s ownership history for UPS


Avantax Planning Partners, Inc. currently holds 51.1K shares with a market value of $5.0M. It started holding UPS on 2024-09-30. At its peak, it held 59.9K shares on 2025-12-31. Its highest holding value was $5.9M on 2025-12-31. At its lowest, it held 37.6K shares on 2024-09-30, with a value of $4.0M on 2025-09-30. In the recent 180 days, Avantax Planning Partners, Inc. has increased its shares by 3.3K. In the recent year, Avantax Planning Partners, Inc. has increased its shares by 8.7K.


Avantax Planning Partners, Inc.'s ownership history for UPS