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WealthPLAN Partners’s Trump Media & Technology Group DJT Stock Holding History

WealthPLAN Partners’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-98
Closed -$1.23K – 1221
2023
Q2 		$1.23K Hold
98
– – ﹤0.01% 1124
2023
Q1 		$1.38K Buy
+98
New +$1.46K ﹤0.01% 1172

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BSW
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LPL Financial
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CCM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Simplex Trading
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LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

WealthPLAN Partners's DJT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Trump Media & Technology Group (DJT) in Q3 2023, closing a stake of 98 shares — an estimated $1.23K sold.

WealthPLAN Partners first reported a position in DJT in Q1 2023 and held it in 2 quarters. The position peaked at $1.38K in Q1 2023. 123 funds tracked by Wall St. Rank hold DJT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Trump Media & Technology Group position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 98 Trump Media & Technology Group shares in Q3 2023, an estimated $1.23K.
  • WealthPLAN Partners first reported a position in Trump Media & Technology Group in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Trump Media & Technology Group position peaked at $1.38K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.