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WealthPLAN Partners’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

WealthPLAN Partners’s Portfolio GJAN Stock Details GJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,924
Closed -$679K – 313
2024
Q1 		$679K Buy
+18,924
New +$665K 0.07% 175

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GF
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CFS
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