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Index / Passive
Hedge Fund
VC / PE / Holdco
Long-Term Concentrated
Concentrated Active
Quant / Systematic
Diversified Active
Ivy Fds Bond Fd Cl A
Ticker: IBOAX
CUSIP: 465898344
Class: Mutual Fund
WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)
Note: Option positions (PUT/CALL) are excluded.
Q2 2016
Shares
32,641
Value ($000)
$351,218
Avg Close
—
Range
—
Q4 2015
Shares
49,533
Value ($000)
$512,669
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q2 2016
32,641
$351,218
—
—
Q4 2015
49,533
$512,669
—
—