Ownership history in WealthPLAN Partners, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Strive Emerging Markets Ex-China ETF (STXE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 26,460 | -40 | -0.2% | 0.14% | $950K | $35.92 |
| 2025 Q3 | ADDED | 26,500 | +27 | +0.1% | 0.13% | $871K | $32.71 |
| 2025 Q2 | ADDED | 26,473 | +196 | +0.7% | 0.13% | $821K | $30.47 |
| 2025 Q1 | REDUCED | 26,277 | -692 | -2.6% | 0.10% | $718K | $26.65 |
| 2024 Q4 | ADDED | 26,969 | +1,055 | +4.1% | 0.11% | $744K | $26.76 |
| 2024 Q3 | ADDED | 25,914 | +349 | +1.4% | 0.11% | $786K | $28.95 |
| 2024 Q2 | ADDED | 25,565 | +2,099 | +8.9% | 0.08% | $760K | $28.11 |
| 2024 Q1 | ADDED | 23,466 | +1,407 | +6.4% | 0.07% | $674K | $27.05 |
| 2023 Q4 | ADDED | 22,059 | +604 | +2.8% | 0.06% | $614K | $26.21 |
| 2023 Q3 | ADDED | 21,455 | +4,971 | +30.2% | 0.06% | $536K | $23.55 |
As of 2025 Q4 — sorted by position size