WealthPLAN Partners’s Liberty All-Star Equity Fund USA Stock Holding History

WealthPLAN Partners’s Portfolio USA Stock Details USA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,605	Closed	-$67.7K	–	344
2023 Q4	$67.7K	Hold	10,605	–	–	0.01%	314
2023 Q3	$62.8K	Hold	10,605	–	–	0.01%	308
2023 Q2	$68.6K	Hold	10,605	–	–	0.01%	455
2023 Q1	$65.8K	Hold	10,605	–	–	0.01%	508
2022 Q4	$68.3K	Buy	+10,605	New	+$63.4K	﹤0.01%	386
2022 Q1	$148K	Sell	21,038 -13,036	-38%	-$100K	0.01%	371
2021 Q4	$263K	Buy	+34,074	New	+$288K	0.02%	335

Other funds holding USA

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

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