WealthPLAN Partners’s 2ndVote Society Defended ETF EGIS Stock Holding History

WealthPLAN Partners’s Portfolio EGIS Stock Details EGIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-100	Closed	-$3.63K	–	1256
2023 Q2	$3.63K	Hold	100	–	–	﹤0.01%	966
2023 Q1	$3.41K	Buy	+100	New	+$3.36K	﹤0.01%	1049

Other funds holding EGIS

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WealthPLAN Partners's EGIS Position: Q3 2023 in Review

WealthPLAN Partners sold out of 2ndVote Society Defended ETF (EGIS) in Q3 2023, closing a stake of 100 shares — an estimated $3.63K sold.

WealthPLAN Partners first reported a position in EGIS in Q1 2023 and held it in 2 quarters. The position peaked at $3.63K in Q2 2023. 1 fund tracked by Wall St. Rank holds EGIS as of Q3 2023.

WealthPLAN Partners reported no remaining 2ndVote Society Defended ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 100 2ndVote Society Defended ETF shares in Q3 2023, an estimated $3.63K.
WealthPLAN Partners first reported a position in 2ndVote Society Defended ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's 2ndVote Society Defended ETF position peaked at $3.63K in Q2 2023.
1 fund tracked by Wall St. Rank held 2ndVote Society Defended ETF as of Q3 2023.

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