WealthPLAN Partners’s abrdn Global Premier Properties Fund AWP Stock Holding History

WealthPLAN Partners’s Portfolio AWP Stock Details AWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,013	Closed	-$11.9K	–	367
2023 Q2	$11.9K	Hold	1,013	–	–	﹤0.01%	761
2023 Q1	$12.5K	Buy	+1,013	New	+$12.7K	﹤0.01%	813
2021 Q2	–	Sell	-4,168	Closed	-$79K	–	358
2021 Q1	$79K	Hold	4,168	–	–	0.01%	329
2020 Q4	$69K	Hold	4,168	–	–	0.01%	328
2020 Q3	$62K	Hold	4,168	–	–	0.01%	310
2020 Q2	$61K	Hold	4,168	–	–	0.01%	304
2020 Q1	$51K	Hold	4,168	–	–	0.01%	249
2019 Q4	$86K	Hold	4,168	–	–	0.01%	243
2019 Q3	$79K	Buy	4,168 +639	+18%	+$11.8K	0.01%	229
2019 Q2	$63K	Hold	3,529	–	–	0.01%	231
2019 Q1	$63K	Buy	+3,529	New	+$60K	0.01%	252

Other funds holding AWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $885M AUM 25.41% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return