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WealthPLAN Partners’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

WealthPLAN Partners’s Portfolio GSEP Stock Details GSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,672
Closed -$300K – 250
2024
Q3 		$300K Buy
+8,672
New +$296K 0.04% 227

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