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 $1.66T AUM 25.57% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Bank of America

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

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $885M AUM 25.41% 1-Year Est. Return