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WealthPLAN Partners’s AllianzIM U.S. Large Cap Buffer10 Sep ETF SEPT Stock Holding History

WealthPLAN Partners’s Portfolio SEPT Stock Details SEPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-129,321
Closed -$3.89M – 265
2024
Q3 		$3.89M Buy
+129,321
New +$3.89M 0.52% 66