WealthPLAN Partners’s DNP Select Income Fund DNP Stock Holding History

WealthPLAN Partners’s Portfolio DNP Stock Details DNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,000	Closed	-$10.5K	–	504
2023 Q2	$10.5K	Hold	1,000	–	–	﹤0.01%	787
2023 Q1	$11K	Buy	+1,000	New	+$11.4K	﹤0.01%	837
2017 Q2	–	Sell	-200	Closed	-$2.17K	–	241
2017 Q1	$2.17K	Buy	+200	New	+$2.13K	0.01%	405
2016 Q3	$18K	Sell	1,795 -796	-31%	-$8.41K	0.01%	501
2016 Q2	$18.9K	Buy	+2,591	New	+$26.6K	﹤0.01%	1434
2015 Q4	$8.74K	Buy	+975	New	+$9.18K	﹤0.01%	1190

Other funds holding DNP

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

American Financial Advisors Marietta, Georgia $750M AUM 12.49% 1-Year Est. Return

Royal Bank of Canada

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

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

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return