Skip to main content

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

WIW holding history

Western Asset Inflation-Linked Opportunities & Income Fund 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.

WIW overviewAll 13F holders of WIWFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2023
Holdings of WIW by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−208,145−100.0%Sold outHolders
Q1 2024208,145$1.80M0.2%+2,495+1.2%AddedHolders
Q4 2023205,650$1.78M0.2%+205,650NewHolders