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RMT

WealthPLAN Partners’s Royce Micro-Cap Trust RMT Stock Holding History

WealthPLAN Partners’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
– Sell
-1,121
Closed -$9.81K – 971
2023
Q2
$9.81K Hold
1,121
– – ﹤0.01% 796
2023
Q1
$9.83K Buy
+1,121
New +$10.3K ﹤0.01% 868

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AAM
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PAIM
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UBS Group
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1CP
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Bank of America
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MAA
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FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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