WealthPLAN Partners’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

WealthPLAN Partners’s Portfolio EOD Stock Details EOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,039	Closed	-$13.2K	–	540
2023 Q2	$13.2K	Hold	3,039	–	–	﹤0.01%	748
2023 Q1	$13.6K	Buy	+3,039	New	+$14.1K	﹤0.01%	790
2016 Q3	–	Sell	-1,086	Closed	-$6	–	990
2016 Q2	$6	Buy	+1,086	New	+$6.49K	﹤0.01%	2548

Other funds holding EOD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

WealthPLAN Partners's EOD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q3 2023, closing a stake of 3,039 shares — an estimated $13.2K sold.

WealthPLAN Partners first reported a position in EOD in Q2 2016 and held it in 3 quarters. The position peaked at $13.6K in Q1 2023. 38 funds tracked by Wall St. Rank hold EOD as of Q3 2023.

WealthPLAN Partners reported no remaining Allspring Global Dividend Opportunity Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 3,039 Allspring Global Dividend Opportunity Fund shares in Q3 2023, an estimated $13.2K.
WealthPLAN Partners first reported a position in Allspring Global Dividend Opportunity Fund in Q2 2016 and held it in 3 quarters.
WealthPLAN Partners's Allspring Global Dividend Opportunity Fund position peaked at $13.6K in Q1 2023.
38 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q3 2023.

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