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WealthPLAN Partners’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

WealthPLAN Partners’s Portfolio SEIX Stock Details SEIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,989
Closed -$46.9K – 1008
2023
Q2 		$46.9K Hold
1,989
– – 0.01% 523
2023
Q1 		$46.9K Buy
+1,989
New +$47K 0.01% 569

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IP
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CAN
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SSWM
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HI
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