Wealth Plan Partners, LLC ETF Ser Solutions Defiance Hot Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 05, 2024	SELL	$16.96 - $21.8 $110,782 - $142,397	-6,532 Reduced 7.0%	86,801 $1.87 Billion
Q3 2023 Nov 01, 2023	SELL	$18.48 - $22.1 $106,223 - $127,030	-5,748 Reduced 5.8%	93,333 $1.74 Billion
Q2 2023 Jul 31, 2023	SELL	$17.45 - $21.55 $9,911 - $12,240	-568 Reduced 0.57%	99,081 $2.14 Billion
Q1 2023 May 10, 2023	SELL	$15.96 - $19.76 $27,882 - $34,520	-1,747 Reduced 1.72%	99,649 $1.81 Billion
Q4 2022 Feb 16, 2023	BUY	$14.16 - $17.67 $667,941 - $833,511	47,171 Added 86.99%	101,396 $1.99 Billion
Q1 2022 May 03, 2022	BUY	$17.56 - $23.51 $226,155 - $302,785	12,879 Added 31.15%	54,225 $1.15 Million
Q4 2021 Feb 01, 2022	BUY	$18.92 - $24.09 $782,266 - $996,025	41,346 New	41,346 $880,000

Others Institutions Holding CRUZ

# of Institutions

19

Shares Held

242K

Call Options Held

0

Put Options Held

0

Jane Street Group, LLC New York, NY

70.4K
Shares

$1.86 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

64.5K
Shares

$1.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

53.4K
Shares

$1.41 Million
0.0% of portfolio
Nomura Asset Management CO LTD Tokyo, M0

16.6K
Shares

$438,658
0.0% of portfolio
Kestra Private Wealth Services, LLC

10.4K
Shares

$274,369
0.0% of portfolio

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