Wealth Plan Partners, LLC Hartford Multifactor Developed Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Hartford Multifactor Developed stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 10,529 shares of RODM stock, worth $310,816. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,529

Previous 10,572 0.41%

Holding current value

$310,816

Previous $292 Million 9.97%

% of portfolio

0.04%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$27.35 - $30.82 $1,176 - $1,325	-43 Reduced 0.41%	10,529 $321 Million
Q2 2024 Aug 09, 2024	SELL	$26.89 - $28.85 $4.98 Million - $5.34 Million	-185,100 Reduced 94.6%	10,572 $292 Million
Q1 2024 May 07, 2024	BUY	$26.48 - $28.04 $141,932 - $150,294	5,360 Added 2.82%	195,672 $5.48 Billion
Q4 2023 Jan 05, 2024	BUY	$24.4 - $27.6 $1.85 Million - $2.09 Million	75,887 Added 66.32%	190,312 $5.22 Billion
Q3 2023 Nov 01, 2023	BUY	$25.49 - $27.23 $698,604 - $746,292	27,407 Added 31.5%	114,425 $2.94 Billion
Q2 2023 Jul 31, 2023	BUY	$25.8 - $27.29 $395,127 - $417,946	15,315 Added 21.36%	87,018 $2.29 Billion
Q1 2023 May 10, 2023	BUY	$24.92 - $26.74 $8,722 - $9,359	350 Added 0.49%	71,703 $1.89 Billion
Q4 2022 Feb 16, 2023	SELL	$21.52 - $25.59 $528,595 - $628,567	-24,563 Reduced 25.61%	71,353 $1.88 Billion
Q1 2022 May 03, 2022	SELL	$27.12 - $30.49 $6.47 Million - $7.27 Million	-238,438 Reduced 71.31%	95,916 $2.64 Million
Q4 2021 Feb 01, 2022	SELL	$29.2 - $31.08 $978,404 - $1.04 Million	-33,507 Reduced 9.11%	334,354 $9.8 Million
Q3 2021 Dec 09, 2021	SELL	$30.1 - $31.87 $13.4 Million - $14.2 Million	-445,253 Reduced 54.76%	367,861 $0
Q2 2021 Aug 19, 2021	BUY	$30.02 - $31.92 $198,011 - $210,544	6,596 Added 0.82%	813,114 $25.6 Million
Q1 2021 May 11, 2021	SELL	$28.2 - $30.0 $311,102 - $330,960	-11,032 Reduced 1.35%	806,518 $24.6 Million
Q4 2020 Feb 09, 2021	BUY	$25.02 - $28.69 $475,004 - $544,679	18,985 Added 2.38%	817,550 $23.5 Million
Q3 2020 Dec 18, 2020	SELL	$24.62 - $26.61 $106,579 - $115,194	-4,329 Reduced 0.54%	798,565 $21.7 Million
Q2 2020 Aug 19, 2020	BUY	$20.95 - $26.59 $247,566 - $314,214	11,817 Added 1.49%	802,894 $21.2 Million
Q1 2020 May 15, 2020	BUY	$19.02 - $29.71 $505,152 - $789,067	26,559 Added 3.47%	791,077 $17.8 Million
Q4 2019 Feb 14, 2020	BUY	$27.21 - $29.7 $491,303 - $536,263	18,056 Added 2.42%	764,518 $22.4 Million
Q3 2019 Nov 15, 2019	SELL	$27.53 - $27.96 $206,117 - $209,336	-7,487 Reduced 0.99%	746,462 $21.5 Million
Q2 2019 Aug 19, 2019	SELL	N/A	-64,460 Reduced 7.88%	753,949 $20.5 Million
Q1 2019 May 16, 2019	SELL	N/A	-11,033 Reduced 1.33%	818,409 $22.7 Million
Q4 2018 Feb 20, 2019	BUY	N/A	40,519 Added 5.14%	829,442 $23.1 Million
Q3 2018 Nov 21, 2018	BUY	N/A	788,923 New	788,923 $21 Million

Others Institutions Holding RODM

# of Institutions

114

Shares Held

32.3M

Call Options Held

Put Options Held

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About HARTFORD MULTIFACTOR DEVELOPED

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Wealth Plan Partners, LLC Hartford Multifactor Developed Transaction History