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WealthPLAN Partners’s Factset FDS Stock Holding History

WealthPLAN Partners’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7
Closed -$2.81K – 570
2023
Q2 		$2.81K Buy
+7
New +$2.81K ﹤0.01% 1020