WP
AUGM

WealthPLAN Partners’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

WealthPLAN Partners’s Portfolio AUGM Stock Details AUGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-92,036
Closed -$2.91M – 273
2024
Q3 		$2.91M Buy
+92,036
New +$2.88M 0.39% 75

Other funds holding AUGM

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.33B AUM 19.49% 1-Year Est. Return