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WealthPLAN Partners’s iShares Core Dividend ETF DIVB Stock Holding History

WealthPLAN Partners’s Portfolio DIVB Stock Details DIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,549
Closed -$281K – 326
2023
Q3 		$281K Buy
7,549
+280
+4% +$10.9K 0.03% 269
2023
Q2 		$278K Buy
7,269
+49
+0.7% +$1.82K 0.04% 250
2023
Q1 		$270K Buy
7,220
+1,160
+19% +$44.1K 0.03% 264
2022
Q4 		$238K Buy
+6,060
New +$225K 0.02% 346
2022
Q1 		$229K Buy
+5,862
New +$244K 0.02% 358

Other funds holding DIVB

RJFSA
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return