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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

GRX holding history

Gabelli Healthcare & WellnessRx Trust in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GRX overviewAll 13F holders of GRXFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2023
Holdings of GRX by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−234−100.0%Sold outHolders
Q2 2023234$2.33K<0.1%00.0%UnchangedHolders
Q1 2023234$2.36K<0.1%+234NewHolders