Essential Investment Partners LLC’s International Paper IP Stock Holding History

Essential Investment Partners LLC’s Portfolio IP Stock Details IP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.3K	Hold	795	–	–	0.02%	171
2026 Q1	$28.4K	Hold	795	–	–	0.03%	169
2025 Q4	$31.3K	Buy	+795	New	+$32.7K	0.03%	154

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Wealth Enhancement Advisory Services

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Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return