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Avantax Planning Partners, Inc. → WSBCO

Avantax Planning Partners, Inc. WSBCO Position History

WesBanco, Inc. • Financial Services

Quarters held
4
Latest value
$1.6M
Q3 2026
Peak value
$1.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.6M
Q1 2026$1.7M
Q2 2026$1.9M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M43.4K——
Q2 2026$1.9M48.4K——
Q1 2026$1.7M48.4K——
Q4 2025$1.6M48.4K——

Other funds holding WSBCO

Other Avantax Planning Partners, Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$518.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$506M
SCHW-PJ

SCHWAB STRATEGIC TR

$485.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$437.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$355.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$329.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$311.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$301.7M
Avantax Planning Partners, Inc. WSBCO Holdings: 13F Position History | Track13F