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WealthPLAN Partners’s Snap-on SNA Stock Holding History

WealthPLAN Partners’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-350
Closed -$101K – 1032
2023
Q2 		$101K Hold
350
– – 0.01% 399
2023
Q1 		$86.4K Buy
+350
New +$85.4K 0.01% 459
2016
Q3 		$51.1K Sell
340
-469
-58% -$72.5K 0.02% 330
2016
Q2 		$53.7K Buy
+809
New +$128K 0.01% 877
2015
Q4 		$99.9K Buy
+2,065
New +$344K 0.02% 419
2015
Q2 		$91K Sell
569
-437
-43% -$67.4K 0.04% 133
2015
Q1 		$150K Buy
+1,006
New +$141K 0.07% 135

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Charles Schwab
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JP Morgan Chase
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First Trust Advisors
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return