WWP
SCD

WR Wealth Planners’s LMP Capital and Income Fund SCD Stock Holding History

WR Wealth Planners’s Portfolio SCD Stock Details SCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-800
Closed -$12.4K – 1198
2024
Q2 		$12.4K Sell
800
-160
-17% -$2.43K ﹤0.01% 556
2024
Q1 		$15K Buy
+960
New +$13.7K ﹤0.01% 512
2023
Q4 		– Sell
-1,065
Closed -$13.3K – 724
2023
Q3 		$13.3K Hold
1,065
– – 0.01% 496
2023
Q2 		$13.6K Sell
1,065
-125
-11% -$1.53K 0.01% 497
2023
Q1 		$14.5K Buy
+1,190
New +$14.6K 0.01% 469

Other funds holding SCD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

WR Wealth Planners's SCD Position: Q3 2024 in Review

WR Wealth Planners sold out of LMP Capital and Income Fund (SCD) in Q3 2024, closing a stake of 800 shares — an estimated $12.4K sold.

WR Wealth Planners first reported a position in SCD in Q1 2023 and held it in 5 quarters. The position peaked at $15K in Q1 2024. 40 funds tracked by Wall St. Rank hold SCD as of Q3 2024.

  • WR Wealth Planners reported no remaining LMP Capital and Income Fund position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 800 LMP Capital and Income Fund shares in Q3 2024, an estimated $12.4K.
  • WR Wealth Planners first reported a position in LMP Capital and Income Fund in Q1 2023 and held it in 5 quarters.
  • WR Wealth Planners's LMP Capital and Income Fund position peaked at $15K in Q1 2024.
  • 40 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.