Wealth Plan Partners, LLC Aberdeen Global Premier Properties Fund Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$3.77 - $4.57 $11,453 - $13,883	3,038 New	3,038 $12.5 Million
Q2 2021 Aug 19, 2021	SELL	$5.97 - $6.84 $74,642 - $85,520	-12,503 Closed	0 $0
Q3 2019 Nov 15, 2019	BUY	$5.82 - $6.37 $11,145 - $12,198	1,915 Added 18.09%	12,503 $79,000
Q1 2019 May 16, 2019	BUY	$4.99 - $6.01 $52,834 - $63,633	10,588 New	10,588 $63,000

Others Institutions Holding AWP

# of Institutions

87

Shares Held

11.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.36M
Shares

$13.6 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

2.42M
Shares

$9.84 Million
0.24% of portfolio
Bank Of America Corp Charlotte, NC

653K
Shares

$2.65 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

631K
Shares

$2.56 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

532K
Shares

$2.16 Million
0.05% of portfolio

About ABERDEEN GLOBAL PREMIER PROPERTIES FUND

Ticker AWP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Abrdn Global Premier Properties Fund is a closed-end equity mutual fund launched and managed by Alpine Woods Capital Investors, LLC. It invests in the public equity markets across the globe. The fund invests in stocks of companies operating across real estate sectors. It invests in value stocks of companies. The fund employs fundamental analysis...

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