WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- Latest filing
- Jul 28, 2026
MSCI holding history
MSCI Inc. 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.
MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −5−100.0% | Sold out | Holders |
| Q2 2023 | 5 | $2.35K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 5 | $2.80K | <0.1% | +5 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −344−100.0% | Sold out | Holders |
| Q3 2021 | 344 | $219.0K | <0.1% | +10+3.0% | Added | Holders |
| Q2 2021 | 334 | $209.0K | <0.1% | +334 | New | Holders |