WealthPLAN Partners’s LMP Capital and Income Fund SCD Stock Holding History

WealthPLAN Partners’s Portfolio SCD Stock Details SCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-264	Closed	-$3.38K	–	992
2023 Q2	$3.38K	Hold	264	–	–	﹤0.01%	975
2023 Q1	$3.22K	Buy	+264	New	+$3.24K	﹤0.01%	1055
2016 Q3	$9.95K	Sell	750 -750	-50%	-$10.2K	﹤0.01%	604
2016 Q2	$9.86K	Buy	+1,500	New	+$19K	﹤0.01%	1744

Other funds holding SCD

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return