Wealth Plan Partners, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	$31.64 - $32.75 $367,625 - $380,522	-11,619 Closed	0 $0
Q3 2020 Dec 18, 2020	BUY	$31.22 - $32.11 $362,745 - $373,086	11,619 New	11,619 $377,000

Others Institutions Holding DMAY

# of Institutions

76

Shares Held

3.01M

Call Options Held

0

Put Options Held

0

Ogorek Anthony Joseph

621K
Shares

$25.4 Million
8.51% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

304K
Shares

$12.5 Million
0.02% of portfolio
Kestra Advisory Services, LLC

217K
Shares

$8.9 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

202K
Shares

$8.29 Million
0.01% of portfolio
Precedent Wealth Partners, LLC Houston, TX

160K
Shares

$6.55 Million
2.11% of portfolio

About FIRST TR EX-TR FD VIII CBOE VE

Ticker DMAY
Sector Technology

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