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David Peterson

@Wealthplan Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$744.802MTotal holdings255
Assets growth rate-20.03%Assets growth rate (2-Q avg)-11.79%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthplan Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 255 positions.

Assets under management

The assets under management (AUM) of Wealthplan Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 744.802M in assets, with a quarterly growth rate of -20.03% and a 2-quarter average growth rate of -11.79%. The portfolio is managed by David Peterson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPABSpdr Ser Tr
Recent Activity
Exited
0%
$15.591M
621,420 shares@ $25.1 avg price
XHLFBondbloxx Etf Trust
Recent Activity
Exited
0%
$5.83M
115,960 shares@ $50.29 avg price
SPYDSpdr Ser Tr
Recent Activity
Exited
0%
$5.571M
138,475 shares@ $40.24 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$5.298M
70,024 shares@ $75.66 avg price
PAPRInnovator Etfs Trust
Recent Activity
Exited
0%
$4.908M
141,615 shares@ $34.67 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$4.584M
76,909 shares@ $59.6 avg price
XSVNBondbloxx Etf Trust
Recent Activity
Exited
0%
$3.947M
83,978 shares@ $47.01 avg price
BJUNInnovator Etfs Trust
Recent Activity
Exited
0%
$3.826M
97,890 shares@ $39.08 avg price
FMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$3.822M
85,598 shares@ $44.66 avg price
JUNTAim Etf Products Trust
Recent Activity
Exited
0%
$3.775M
123,942 shares@ $30.46 avg price