Wealth Plan Partners, LLC Ishares Core S&P U.S. Value Et Transaction History

Wealth Plan Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	SELL	$70.21 - $77.86 $355,613 - $394,360	-5,065 Reduced 89.19%	614 $45.3 Million
Q4 2022 Feb 16, 2023	BUY	$63.23 - $73.93 $127,092 - $148,599	2,010 Added 54.78%	5,679 $433 Million
Q1 2022 May 03, 2022	SELL	$71.81 - $77.49 $7,540 - $8,136	-105 Reduced 2.78%	3,669 $264,000
Q2 2021 Aug 19, 2021	BUY	$69.41 - $73.87 $29,152 - $31,025	420 Added 12.52%	3,774 $279,000
Q1 2021 May 11, 2021	SELL	$61.28 - $69.6 $4,412 - $5,011	-72 Reduced 2.1%	3,354 $242,000
Q4 2020 Feb 09, 2021	BUY	$53.17 - $62.19 $182,160 - $213,062	3,426 New	3,426 $219,000

726

163M

2.8K

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

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