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WealthPLAN Partners, LLC
Portfolio value
WealthPLAN Partners, LLC portfolio value
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$972,807,763
is the total value of the holdings WealthPLAN Partners, LLC reported in Q4 2023.
Holdings
Activity
History
Value
Filings
$972,807,763
Q4 2023
$860,529,286
Q3 2023
$707,018,427
Q2 2023
$879,043,215
Q1 2023
$1,431,276,458
Q4 2022
$1,441,497,000
Q1 2022
$1,517,868,000
Q4 2021
$1,503,792,000
Q3 2021
$1,421,078,000
Q2 2021
$1,288,567,000
Q1 2021
$1,176,422,000
Q4 2020
$1,025,797,000
Q3 2020
$965,733,000
Q2 2020
$770,520,000
Q1 2020
$847,005,000
Q4 2019
$731,563,000
Q3 2019
$664,280,000
Q2 2019
$640,591,000
Q1 2019
$621,752,000
Q4 2018
$547,818,000
Q3 2018
$487,858,000
Q2 2018
$455,712,000
Q1 2018
$373,517,000
Q4 2017
$356,453,000
Q3 2017
$348,166,000
Q2 2017
$28,787,686,000
Q1 2017
$307,125,552,000
Q3 2016
$779,199,984,000
Q2 2016
$615,200,976,000
Q4 2015
$228,582,000
Q2 2015
$214,794,000
Q1 2015