WealthPLAN Partners’s iShares US Utilities ETF IDU Stock Holding History

WealthPLAN Partners’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-172	Closed	-$14.1K	–	682
2023 Q2	$14.1K	Hold	172	–	–	﹤0.01%	738
2023 Q1	$14.4K	Buy	+172	New	+$14.4K	﹤0.01%	783
2016 Q3	$10.8K	Sell	182 -182	-50%	-$11.5K	﹤0.01%	593
2016 Q2	$12K	Buy	+364	New	+$22.4K	﹤0.01%	1663
2015 Q4	$9.3K	Buy	+516	New	+$28K	﹤0.01%	1174
2015 Q2	$9K	Hold	172	–	–	﹤0.01%	314
2015 Q1	$10K	Buy	+172	New	+$9.97K	﹤0.01%	377

Other funds holding IDU

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return