WealthPLAN Partners’s Western Asset Managed Municipals Fund MMU Stock Holding History

WealthPLAN Partners’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,335	Closed	-$13.3K	–	810
2023 Q2	$13.3K	Hold	1,335	–	–	﹤0.01%	747
2023 Q1	$13.7K	Buy	+1,335	New	+$13.7K	﹤0.01%	786
2016 Q3	$13.6K	Buy	+900	New	+$13.8K	﹤0.01%	550

Other funds holding MMU

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return