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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-92,036
Closed -$2.91M – 273
2024
Q3 		$2.91M Buy
+92,036
New +$2.91M 0.39% 75