Wealth Plan Partners, LLC First Tr Fd Ii Nasdaq Cybersec Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$51.38 - $59.17 $58,778 - $67,690	1,144 Added 1.89%	61,689 $3.48 Billion
Q4 2023 Jan 05, 2024	BUY	$43.72 - $54.38 $535,657 - $666,263	12,252 Added 25.37%	60,545 $3.26 Billion
Q3 2023 Nov 01, 2023	BUY	$43.91 - $47.55 $205,323 - $222,343	4,676 Added 10.72%	48,293 $2.19 Billion
Q2 2023 Jul 31, 2023	SELL	$38.44 - $45.99 $610,311 - $730,183	-15,877 Reduced 26.69%	43,617 $1.98 Billion
Q1 2023 May 10, 2023	SELL	$37.31 - $42.92 $64,919 - $74,680	-1,740 Reduced 2.84%	59,494 $2.54 Billion
Q4 2022 Feb 16, 2023	BUY	$36.88 - $42.02 $794,321 - $905,026	21,538 Added 54.26%	61,234 $2.59 Billion
Q1 2022 May 03, 2022	BUY	$44.6 - $53.7 $104,408 - $125,711	2,341 Added 6.27%	39,696 $1.86 Million
Q4 2021 Feb 01, 2022	BUY	$48.4 - $56.11 $372,776 - $432,159	7,702 Added 25.97%	37,355 $1.79 Million
Q3 2021 Dec 09, 2021	BUY	$46.8 - $52.52 $68,047 - $76,364	1,454 Added 5.16%	29,653 $1.44 Million
Q2 2021 Aug 19, 2021	BUY	$41.96 - $47.46 $100,158 - $113,287	2,387 Added 9.25%	28,199 $1.36 Million
Q1 2021 May 11, 2021	BUY	$40.13 - $46.26 $159,235 - $183,559	3,968 Added 18.17%	25,812 $1.11 Million
Q4 2020 Feb 09, 2021	BUY	$33.31 - $45.5 $13,623 - $18,609	409 Added 1.91%	21,844 $990,000
Q3 2020 Dec 18, 2020	SELL	$33.33 - $37.74 $206,779 - $234,138	-6,204 Reduced 22.45%	21,435 $772,000
Q2 2020 Aug 19, 2020	BUY	$24.72 - $33.52 $2,101 - $2,849	85 Added 0.31%	27,639 $964,000
Q1 2020 May 15, 2020	BUY	$21.84 - $32.62 $375,451 - $560,770	17,191 Added 165.89%	27,554 $817,000
Q4 2019 Feb 14, 2020	BUY	$27.23 - $30.85 $282,184 - $319,698	10,363 New	10,363 $336,000

Others Institutions Holding CIBR

# of Institutions

584

Shares Held

56.4M

Call Options Held

184K

Put Options Held

88K

About FIRST TR FD II NASDAQ CYBERSEC

Ticker CIBR
Sector ETFs
Industry ETFs

More about CIBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.