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WealthPLAN Partners’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

WealthPLAN Partners’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-29
Closed -$753 – 461
2023
Q2 		$753 Sell
29
-1,695
-98% -$44.6K ﹤0.01% 1156
2023
Q1 		$46.6K Buy
+1,724
New +$47K 0.01% 570
2022
Q1 		$420K Buy
+10,111
New +$366K 0.03% 273

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NYLIM
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AllianceBernstein
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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
EWA
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return