Wealth Plan Partners, LLC Cambria ETF Tr Emerging Shareh Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$27.35 - $29.61 $4,895 - $5,300	-179 Reduced 16.59%	900 $25 Million
Q1 2023 May 10, 2023	SELL	$27.87 - $30.1 $361,864 - $390,818	-12,984 Reduced 92.33%	1,079 $30.7 Million
Q4 2022 Feb 16, 2023	SELL	$24.85 - $28.79 $276,754 - $320,634	-11,137 Reduced 44.19%	14,063 $409 Million
Q1 2022 May 03, 2022	BUY	$29.35 - $37.04 $277,210 - $349,842	9,445 Added 59.95%	25,200 $751,000
Q4 2021 Feb 01, 2022	BUY	$34.46 - $36.45 $16,161 - $17,095	469 Added 3.07%	15,755 $565,000
Q3 2021 Dec 09, 2021	BUY	$34.92 - $38.76 $223,872 - $248,490	6,411 Added 72.24%	15,286 $541,000
Q2 2021 Aug 19, 2021	BUY	$37.42 - $40.34 $72,632 - $78,299	1,941 Added 27.99%	8,875 $335,000
Q1 2021 May 11, 2021	BUY	$34.53 - $38.49 $239,431 - $266,889	6,934 New	6,934 $269,000

Others Institutions Holding EYLD

# of Institutions

93

Shares Held

10.8M

Call Options Held

0

Put Options Held

0

Smith Anglin Financial, LLC

2.11M
Shares

$67.5 Million
6.32% of portfolio
Foster & Motley Inc Cincinnati, OH

991K
Shares

$31.7 Million
2.02% of portfolio
New Edge Advisors, LLC New Orleans, LA

720K
Shares

$23 Million
0.14% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

615K
Shares

$19.7 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

583K
Shares

$18.7 Million
0.01% of portfolio

About CAMBRIA ETF TR EMERGING SHAREH

Ticker EYLD
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