WP
AVDG

WealthPLAN Partners’s AVDR US LargeCap ESG ETF AVDG Stock Holding History

WealthPLAN Partners’s Portfolio AVDG Stock Details AVDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$3.56M Buy
+127,140
New +$3.85M 0.25% 88

Other funds holding AVDG

WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
HA
Herold Advisors New York $455M AUM 22.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return