WealthPLAN Partners’s Sprott Gold Miners ETF SGDM Stock Holding History

WealthPLAN Partners’s Portfolio SGDM Stock Details SGDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-144	Closed	-$3.73K	–	1012
2023 Q2	$3.73K	Hold	144	–	–	﹤0.01%	963
2023 Q1	$4.07K	Buy	+144	New	+$3.78K	﹤0.01%	1034
2016 Q3	–	Sell	-8,300	Closed	-$215K	–	1063
2016 Q2	$215K	Buy	+8,300	New	+$185K	0.03%	358
2015 Q4	$106K	Buy	+8,300	New	+$113K	0.02%	398

Other funds holding SGDM

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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