AWE
PLAN

Avidian Wealth Enterprises’s Anaplan, Inc. PLAN Stock Holding History

Avidian Wealth Enterprises’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-13,500
Closed -$51K – 430
2021
Q2 		$51K Buy
+13,500
New +$751K ﹤0.01% 390

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CCM
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BCM
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SC
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TGHSA
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JP Morgan Chase
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CIP
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