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WealthPLAN Partners’s American Century Focused Large Cap Value ETF FLV Stock Holding History

WealthPLAN Partners’s Portfolio FLV Stock Details FLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-248
Closed -$14.8K – 583
2023
Q2 		$14.8K Buy
+248
New +$14.6K ﹤0.01% 732

Other funds holding FLV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

WealthPLAN Partners's FLV Position: Q3 2023 in Review

WealthPLAN Partners sold out of American Century Focused Large Cap Value ETF (FLV) in Q3 2023, closing a stake of 248 shares — an estimated $14.8K sold.

WealthPLAN Partners first reported a position in FLV in Q2 2023 and held it in 1 quarter. The position peaked at $14.8K in Q2 2023. 24 funds tracked by Wall St. Rank hold FLV as of Q3 2023.

  • WealthPLAN Partners reported no remaining American Century Focused Large Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 248 American Century Focused Large Cap Value ETF shares in Q3 2023, an estimated $14.8K.
  • WealthPLAN Partners first reported a position in American Century Focused Large Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's American Century Focused Large Cap Value ETF position peaked at $14.8K in Q2 2023.
  • 24 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q3 2023.

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