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WealthPLAN Partners’s Alliance Resource Partners ARLP Stock Holding History

WealthPLAN Partners’s Portfolio ARLP Stock Details ARLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-400
Closed -$7.4K – 359
2023
Q2 		$7.4K Hold
400
– – ﹤0.01% 844
2023
Q1 		$8.07K Buy
+400
New +$8.19K ﹤0.01% 919

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P3I
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Bank of America
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JP Morgan Chase
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JHCP
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Morgan Stanley
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BCM
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Goldman Sachs
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RIA
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return