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WealthPLAN Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

WealthPLAN Partners’s Portfolio XDEC Stock Details XDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,169
Closed -$676K – 326
2024
Q1 		$676K Buy
+19,169
New +$665K 0.07% 176

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RC
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BFG
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Truist Financial
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Janney Montgomery Scott
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return