WP
LYFE

WealthPLAN Partners’s 2ndVote Life Neutral Plus ETF LYFE Stock Holding History

WealthPLAN Partners’s Portfolio LYFE Stock Details LYFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$3.35K – 1257
2023
Q2 		$3.35K Hold
100
– – ﹤0.01% 978
2023
Q1 		$3.14K Buy
+100
New +$3.07K ﹤0.01% 1064

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WealthPLAN Partners's LYFE Position: Q3 2023 in Review

WealthPLAN Partners sold out of 2ndVote Life Neutral Plus ETF (LYFE) in Q3 2023, closing a stake of 100 shares — an estimated $3.35K sold.

WealthPLAN Partners first reported a position in LYFE in Q1 2023 and held it in 2 quarters. The position peaked at $3.35K in Q2 2023. 1 fund tracked by Wall St. Rank holds LYFE as of Q3 2023.

  • WealthPLAN Partners reported no remaining 2ndVote Life Neutral Plus ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 100 2ndVote Life Neutral Plus ETF shares in Q3 2023, an estimated $3.35K.
  • WealthPLAN Partners first reported a position in 2ndVote Life Neutral Plus ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's 2ndVote Life Neutral Plus ETF position peaked at $3.35K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held 2ndVote Life Neutral Plus ETF as of Q3 2023.

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